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LMSAX vs NAESX
LMSAX vs NAESX Comparison
Open Charts LMSAX vs NAESX
ClearBridge Small Cap A
Price$41.29
Change-$0.43 (-1.03%)
VolumeN/A
Net Assets739.55M
Vanguard Small Cap Index I
Price$122.49
Change-$1.24 (-1.00%)
VolumeN/A
Net Assets162.36B
LMSAX vs NAESX Comparison Chart in %
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LMSAX vs. NAESX commentary
Oct 08, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. LMSAX (740M). NAESX pays higher dividends than LMSAX: NAESX (1.23) vs LMSAX (0.93). 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 : 10.42 vs. LMSAX (1.64). NAESX return over 5 years is better than : 58.94 vs. LMSAX (21.53).
| 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 | 6.158 | 7.684 | 80% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 740M | 162B | 0% |
| Annual Yield % from dividends | 0.93 | 1.23 | 76% |
| Returns for 1 year | 1.64 | 10.42 | 16% |
| Returns for 3 years | 29.45 | 48.54 | 61% |
| Returns for 5 years | 21.53 | 58.94 | 37% |
| Returns for 10 years | 25.22 | 133.72 | 19% |
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