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LMSAX vs NAESX
LMSAX vs NAESX Comparison
Open Charts LMSAX vs NAESX
ClearBridge Small Cap A
Price$39.31
Change-$1.53 (-3.75%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$115.41
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
LMSAX vs NAESX Comparison Chart
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LMSAX vs. NAESX commentary
Dec 19, 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 Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 167B vs. LMSAX (996M). 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 : 19.54 vs. LMSAX (8.80). NAESX return over 5 years is better than : 53.79 vs. LMSAX (2.49).
| 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 | 5.863 | 17.994 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 996M | 167B | 1% |
| Annual Yield % from dividends | 0.60 | 1.31 | 46% |
| Returns for 1 year | 8.80 | 19.54 | 45% |
| Returns for 3 years | 1.34 | 15.71 | 9% |
| Returns for 5 years | 2.49 | 53.79 | 5% |
| Returns for 10 years | 23.23 | 124.30 | 19% |
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