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LISGX vs NAESX
LISGX vs NAESX Comparison
Open Charts LISGX vs NAESX
ClearBridge Small Cap IS
Price$68.65
Change+$0.49 (+0.72%)
VolumeN/A
Net Assets707.32M
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
LISGX vs NAESX Comparison Chart in %
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LISGX vs. NAESX commentary
Jul 07, 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 LISGX is a Buy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. LISGX (707M). NAESX pays higher dividends than LISGX: NAESX (1.28) vs LISGX (0.77). LISGX was incepted earlier than NAESX: LISGX (8 years) vs NAESX (65 years). LISGX (0.75) is less costly to investors than NAESX (0.17). LISGX is a more actively managed with annual turnover of: 33.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than LISGX: NAESX (3000) vs LISGX (1000000). NAESX annual gain was more profitable for investors over the last year : 12.22 vs. LISGX (6.14). NAESX return over 5 years is better than : 69.32 vs. LISGX (41.72).
| LISGX | NAESX | LISGX / NAESX | |
| Total Expense Ratio | 0.74 | 0.17 | 435% |
| Annual Report Gross Expense Ratio | 0.75 | 0.17 | 441% |
| Fund Existence | 8 years | 65 years | - |
| Gain YTD | -1.351 | 1.432 | -94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 707M | 148B | 0% |
| Annual Yield % from dividends | 0.77 | 1.28 | 60% |
| Returns for 1 year | 6.14 | 12.22 | 50% |
| Returns for 3 years | 18.64 | 37.83 | 49% |
| Returns for 5 years | 41.72 | 69.32 | 60% |
| Returns for 10 years | N/A | 108.83 | - |
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