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LMSAX vs NAESX
LMSAX vs NAESX Comparison
Open Charts LMSAX vs NAESX
ClearBridge Small Cap A
Price$38.72
Change-$0.23 (-0.59%)
VolumeN/A
Net Assets705.37M
Vanguard Small Cap Index I
Price$115.17
Change-$0.19 (-0.16%)
VolumeN/A
Net Assets154.18B
LMSAX vs NAESX Comparison Chart in %
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LMSAX vs. NAESX commentary
Aug 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. LMSAX (705M). 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 : 12.34 vs. LMSAX (2.95). NAESX return over 5 years is better than : 54.62 vs. LMSAX (15.46).
| 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 | -0.891 | 0.337 | -265% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 705M | 154B | 0% |
| Annual Yield % from dividends | 0.99 | 1.25 | 79% |
| Returns for 1 year | 2.95 | 12.34 | 24% |
| Returns for 3 years | 4.23 | 22.72 | 19% |
| Returns for 5 years | 15.46 | 54.62 | 28% |
| Returns for 10 years | 13.23 | 107.61 | 12% |
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