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LGASX vs NAESX
LGASX vs NAESX Comparison
Open Charts LGASX vs NAESX
ClearBridge Small Cap FI
Price$66.65
Change-$0.16 (-0.24%)
VolumeN/A
Net Assets718.07M
Vanguard Small Cap Index I
Price$121.31
Change-$0.03 (-0.02%)
VolumeN/A
Net Assets162.36B
LGASX vs NAESX Comparison Chart in %
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LGASX vs. NAESX commentary
Oct 21, 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 LGASX is a Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. LGASX (718M). NAESX pays higher dividends than LGASX: NAESX (1.23) vs LGASX (0.44). LGASX was incepted earlier than NAESX: LGASX (21 years) vs NAESX (65 years). LGASX (1.32) is less costly to investors than NAESX (0.17). LGASX is a more actively managed with annual turnover of: 33.00 vs. NAESX (13.00). LGASX has a lower initial minimum investment than NAESX: LGASX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 4.92 vs. LGASX (-1.81). NAESX return over 5 years is better than : 55.28 vs. LGASX (28.91).
| LGASX | NAESX | LGASX / NAESX | |
| Total Expense Ratio | 1.07 | 0.17 | 629% |
| Annual Report Gross Expense Ratio | 1.32 | 0.17 | 776% |
| Fund Existence | 21 years | 65 years | - |
| Gain YTD | 3.526 | 5.577 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 718M | 162B | 0% |
| Annual Yield % from dividends | 0.44 | 1.23 | 35% |
| Returns for 1 year | -1.81 | 4.92 | -37% |
| Returns for 3 years | 24.90 | 41.91 | 59% |
| Returns for 5 years | 28.91 | 55.28 | 52% |
| Returns for 10 years | 44.39 | 130.16 | 34% |
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