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LMSAX vs NAESX
LMSAX vs NAESX Comparison
Open Charts LMSAX vs NAESX
ClearBridge Small Cap A
Price$33.87
Change+$0.39 (+1.16%)
VolumeN/A
Net Assets630.14M
Vanguard Small Cap Index I
Price$99.26
Change+$0.85 (+0.86%)
VolumeN/A
Net Assets143.36B
LMSAX vs NAESX Comparison Chart
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LMSAX vs. NAESX commentary
Apr 18, 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: 143B vs. LMSAX (630M). NAESX pays higher dividends than LMSAX: NAESX (1.39) vs LMSAX (1.03). LMSAX was incepted earlier than NAESX: LMSAX (16 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 (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 : -2.42 vs. LMSAX (-9.49). NAESX return over 5 years is better than : 66.71 vs. LMSAX (26.44).
| LMSAX | NAESX | LMSAX / NAESX | |
| Total Expense Ratio | 1.07 | 0.17 | 629% |
| Annual Report Gross Expense Ratio | 1.10 | 0.17 | 647% |
| Fund Existence | 16 years | 65 years | - |
| Gain YTD | -14.097 | -14.464 | 97% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 630M | 143B | 0% |
| Annual Yield % from dividends | 1.03 | 1.39 | 74% |
| Returns for 1 year | -9.49 | -2.42 | 392% |
| Returns for 3 years | -14.90 | 0.49 | -3,062% |
| Returns for 5 years | 26.44 | 66.71 | 40% |
| Returns for 10 years | -1.77 | 73.20 | -2% |
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