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LMNSX vs NAESX
LMNSX vs NAESX Comparison
Open Charts LMNSX vs NAESX
ClearBridge Small Cap I
Price$61.15
Change-$4.40 (-6.71%)
VolumeN/A
Net Assets708.79M
Vanguard Small Cap Index I
Price$101.10
Change-$7.24 (-6.68%)
VolumeN/A
Net Assets153.45B
LMNSX vs NAESX Comparison Chart
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LMNSX vs. NAESX commentary
Apr 05, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. LMNSX (709M). 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 : 1.18 vs. LMNSX (-2.21). NAESX return over 5 years is better than : 115.68 vs. LMNSX (82.55).
| 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 | -5.452 | -5.833 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 709M | 153B | 0% |
| Annual Yield % from dividends | 0.67 | 1.39 | 48% |
| Returns for 1 year | -2.21 | 1.18 | -188% |
| Returns for 3 years | -5.83 | 6.44 | -91% |
| Returns for 5 years | 82.55 | 115.68 | 71% |
| Returns for 10 years | 33.11 | 90.61 | 37% |
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