Interact to see
Advertisement
Advertisement
LMNSX vs NAESX
LMNSX vs NAESX Comparison
Open Charts LMNSX vs NAESX
ClearBridge Small Cap I
Price$73.86
Change+$0.27 (+0.37%)
VolumeN/A
Net Assets747.3M
Vanguard Small Cap Index I
Price$122.44
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
LMNSX vs NAESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LMNSX vs. NAESX commentary
Sep 06, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. LMNSX (747M). NAESX pays higher dividends than LMNSX: NAESX (1.20) vs LMNSX (0.60). 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 : 12.82 vs. LMNSX (7.86). NAESX return over 5 years is better than : 65.43 vs. LMNSX (40.75).
| 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 | 6.145 | 5.746 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 747M | 161B | 0% |
| Annual Yield % from dividends | 0.60 | 1.20 | 50% |
| Returns for 1 year | 7.86 | 12.82 | 61% |
| Returns for 3 years | 24.83 | 38.26 | 65% |
| Returns for 5 years | 40.75 | 65.43 | 62% |
| Returns for 10 years | 56.58 | 130.73 | 43% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement