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LMSAX vs NAESX
LMSAX vs NAESX Comparison
Open Charts LMSAX vs NAESX
ClearBridge Small Cap A
Price$41.56
Change-$0.13 (-0.31%)
VolumeN/A
Net Assets740.87M
Vanguard Small Cap Index I
Price$121.00
Change-$0.46 (-0.38%)
VolumeN/A
Net Assets154.18B
LMSAX vs NAESX Comparison Chart in %
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LMSAX vs. NAESX commentary
Aug 30, 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 Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. LMSAX (741M). NAESX pays higher dividends than LMSAX: NAESX (1.25) vs LMSAX (0.99). 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 : 9.67 vs. LMSAX (2.66). NAESX return over 5 years is better than : 61.01 vs. LMSAX (23.34).
| 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 | 6.081 | 5.642 | 108% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 741M | 154B | 0% |
| Annual Yield % from dividends | 0.99 | 1.25 | 79% |
| Returns for 1 year | 2.66 | 9.67 | 28% |
| Returns for 3 years | 15.83 | 34.30 | 46% |
| Returns for 5 years | 23.34 | 61.01 | 38% |
| Returns for 10 years | 30.62 | 137.40 | 22% |
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