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LMSAX vs NAESX
LMSAX vs NAESX Comparison
Open Charts LMSAX vs NAESX
ClearBridge Small Cap A
Price$35.83
Change-$0.11 (-0.31%)
VolumeN/A
Net Assets668.04M
Vanguard Small Cap Index I
Price$107.00
Change-$0.04 (-0.04%)
VolumeN/A
Net Assets139.54B
LMSAX vs NAESX Comparison Chart
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LMSAX vs. NAESX commentary
May 10, 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: 140B vs. LMSAX (668M). NAESX pays higher dividends than LMSAX: NAESX (1.43) vs LMSAX (1.09). 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 (13.00). 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 : 0.38 vs. LMSAX (-7.29). NAESX return over 5 years is better than : 67.70 vs. LMSAX (23.77).
| 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 | -8.550 | -6.963 | 123% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 668M | 140B | 0% |
| Annual Yield % from dividends | 1.09 | 1.43 | 76% |
| Returns for 1 year | -7.29 | 0.38 | -1,908% |
| Returns for 3 years | 0.32 | 22.74 | 1% |
| Returns for 5 years | 23.77 | 67.70 | 35% |
| Returns for 10 years | 5.89 | 91.12 | 6% |
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