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LMNSX vs NAESX
LMNSX vs NAESX Comparison
Open Charts LMNSX vs NAESX
ClearBridge Small Cap I
Price$61.65
Change-$0.17 (-0.27%)
VolumeN/A
Net Assets654.39M
Vanguard Small Cap Index I
Price$103.01
Change-$0.12 (-0.12%)
VolumeN/A
Net Assets143.36B
LMNSX vs NAESX Comparison Chart
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LMNSX vs. NAESX commentary
Apr 28, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is LMNSX is a Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. LMNSX (654M). NAESX pays higher dividends than LMNSX: NAESX (1.39) vs LMNSX (0.67). LMNSX was incepted earlier than NAESX: LMNSX (30 years) vs NAESX (65 years). LMNSX (0.86) is less costly to investors than NAESX (0.17). LMNSX is a more actively managed with annual turnover of: 33.00 vs. NAESX (12.00). NAESX has a lower initial minimum investment than LMNSX: NAESX (3000) vs LMNSX (1000000). NAESX annual gain was more profitable for investors over the last year : 0.19 vs. LMNSX (-4.93). NAESX return over 5 years is better than : 75.06 vs. LMNSX (45.42).
| LMNSX | NAESX | LMNSX / NAESX | |
| Total Expense Ratio | 0.85 | 0.17 | 500% |
| Annual Report Gross Expense Ratio | 0.86 | 0.17 | 506% |
| Fund Existence | 30 years | 65 years | - |
| Gain YTD | -11.077 | -10.465 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 654M | 143B | 0% |
| Annual Yield % from dividends | 0.67 | 1.39 | 48% |
| Returns for 1 year | -4.93 | 0.19 | -2,589% |
| Returns for 3 years | -3.81 | 10.16 | -37% |
| Returns for 5 years | 45.42 | 75.06 | 61% |
| Returns for 10 years | 24.50 | 81.51 | 30% |