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LMSAX vs NAESX
LMSAX vs NAESX Comparison
Open Charts LMSAX vs NAESX
ClearBridge Small Cap A
Price$40.43
Change+$0.39 (+0.97%)
VolumeN/A
Net Assets691.1M
Vanguard Small Cap Index I
Price$120.00
Change+$1.51 (+1.27%)
VolumeN/A
Net Assets161.58B
LMSAX vs NAESX Comparison Chart in %
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LMSAX vs. NAESX commentary
Nov 25, 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 LMSAX is a Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. LMSAX (691M). NAESX pays higher dividends than LMSAX: NAESX (1.22) vs LMSAX (0.95). LMSAX was incepted earlier than NAESX: LMSAX (17 years) vs NAESX (65 years). LMSAX (1.10) is less costly to investors than NAESX (0.17). LMSAX is a more actively managed with annual turnover of: 33.00 vs. NAESX (13.00). LMSAX has a lower initial minimum investment than NAESX: LMSAX (1000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : -3.72 vs. LMSAX (-9.91). NAESX return over 5 years is better than : 36.52 vs. LMSAX (3.25).
| LMSAX | NAESX | LMSAX / NAESX | |
| Total Expense Ratio | 1.07 | 0.17 | 629% |
| Annual Report Gross Expense Ratio | 1.10 | 0.17 | 647% |
| Fund Existence | 17 years | 65 years | - |
| Gain YTD | 1.883 | 3.123 | 60% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 691M | 162B | 0% |
| Annual Yield % from dividends | 0.95 | 1.22 | 78% |
| Returns for 1 year | -9.91 | -3.72 | 267% |
| Returns for 3 years | 12.84 | 28.69 | 45% |
| Returns for 5 years | 3.25 | 36.52 | 9% |
| Returns for 10 years | 18.75 | 119.70 | 16% |
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