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LMSAX vs NAESX
LMSAX vs NAESX Comparison
Open Charts LMSAX vs NAESX
ClearBridge Small Cap A
Price$43.03
Change-$0.52 (-1.19%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$118.02
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
LMSAX vs NAESX Comparison Chart
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LMSAX vs. NAESX commentary
Nov 18, 2024
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 StrongBuy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 151B vs. LMSAX (1.01B). 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 : 30.24 vs. LMSAX (22.30). NAESX return over 5 years is better than : 55.43 vs. LMSAX (7.19).
| 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 | 10.532 | 15.758 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.01B | 151B | 1% |
| Annual Yield % from dividends | 0.60 | 1.31 | 46% |
| Returns for 1 year | 22.30 | 30.24 | 74% |
| Returns for 3 years | -17.72 | 4.66 | -380% |
| Returns for 5 years | 7.19 | 55.43 | 13% |
| Returns for 10 years | 7.35 | 122.58 | 6% |
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