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LMSAX vs NAESX
LMSAX vs NAESX Comparison
Open Charts LMSAX vs NAESX
ClearBridge Small Cap A
Price$39.42
Change-$0.90 (-2.23%)
VolumeN/A
Net Assets771.38M
Vanguard Small Cap Index I
Price$114.78
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
LMSAX vs NAESX Comparison Chart
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LMSAX vs. NAESX commentary
Feb 23, 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: 161B vs. LMSAX (771M). 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 : 11.22 vs. LMSAX (4.05). NAESX return over 5 years is better than : 44.30 vs. LMSAX (2.37).
| 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 | 0.305 | -0.321 | -95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 771M | 161B | 0% |
| Annual Yield % from dividends | 0.60 | 1.31 | 46% |
| Returns for 1 year | 4.05 | 11.22 | 36% |
| Returns for 3 years | 1.33 | 18.76 | 7% |
| Returns for 5 years | 2.37 | 44.30 | 5% |
| Returns for 10 years | 16.88 | 105.17 | 16% |
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