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LMNSX vs NAESX
LMNSX vs NAESX Comparison
Open Charts LMNSX vs NAESX
ClearBridge Small Cap I
Price$64.30
Change+$0.99 (+1.56%)
VolumeN/A
Net Assets661.11M
Vanguard Small Cap Index I
Price$110.63
Change+$1.45 (+1.33%)
VolumeN/A
Net Assets139.54B
LMNSX vs NAESX Comparison Chart
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LMNSX vs. NAESX commentary
Jun 04, 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 Hold and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 140B vs. LMNSX (661M). NAESX pays higher dividends than LMNSX: NAESX (1.35) vs LMNSX (0.69). LMNSX was incepted earlier than NAESX: LMNSX (31 years) vs NAESX (65 years). LMNSX (0.85) is less costly to investors than NAESX (0.17). LMNSX is a more actively managed with annual turnover of: 33.00 vs. NAESX (13.00). 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 : 3.56 vs. LMNSX (-3.96). NAESX return over 5 years is better than : 55.17 vs. LMNSX (25.78).
| LMNSX | NAESX | LMNSX / NAESX | |
| Total Expense Ratio | 0.85 | 0.17 | 500% |
| Annual Report Gross Expense Ratio | 0.85 | 0.17 | 500% |
| Fund Existence | 31 years | 65 years | - |
| Gain YTD | -8.683 | -5.102 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 661M | 140B | 0% |
| Annual Yield % from dividends | 0.69 | 1.35 | 51% |
| Returns for 1 year | -3.96 | 3.56 | -111% |
| Returns for 3 years | -2.61 | 17.40 | -15% |
| Returns for 5 years | 25.78 | 55.17 | 47% |
| Returns for 10 years | 26.37 | 92.22 | 29% |
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