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LMSAX vs NAESX
LMSAX vs NAESX Comparison
Open Charts LMSAX vs NAESX
ClearBridge Small Cap A
Price$40.74
Change+$0.25 (+0.62%)
VolumeN/A
Net Assets812.67M
Vanguard Small Cap Index I
Price$119.03
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
LMSAX vs NAESX Comparison Chart
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LMSAX vs. NAESX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 155B vs. LMSAX (813M). NAESX pays higher dividends than LMSAX: NAESX (1.31) vs LMSAX (0.60). LMSAX was incepted earlier than NAESX: LMSAX (16 years) vs NAESX (64 years). LMSAX is a more actively managed with annual turnover of: 37.00 vs. NAESX (12.00). 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 : 21.23 vs. LMSAX (10.60). NAESX return over 5 years is better than : 48.81 vs. LMSAX (1.05).
| LMSAX | NAESX | LMSAX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 64 years | - |
| Gain YTD | 3.664 | 3.370 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 813M | 155B | 1% |
| Annual Yield % from dividends | 0.60 | 1.31 | 46% |
| Returns for 1 year | 10.60 | 21.23 | 50% |
| Returns for 3 years | -0.25 | 17.16 | -1% |
| Returns for 5 years | 1.05 | 48.81 | 2% |
| Returns for 10 years | 27.80 | 126.44 | 22% |