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LISGX vs NAESX
LISGX vs NAESX Comparison
Open Charts LISGX vs NAESX
ClearBridge Small Cap IS
Price$73.43
Change+$1.20 (+1.66%)
VolumeN/A
Net Assets718.07M
Vanguard Small Cap Index I
Price$122.98
Change+$1.67 (+1.38%)
VolumeN/A
Net Assets162.36B
LISGX vs NAESX Comparison Chart in %
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LISGX 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 LISGX is a Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. LISGX (718M). NAESX pays higher dividends than LISGX: NAESX (1.23) vs LISGX (0.69). 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 : 4.92 vs. LISGX (-1.26). NAESX return over 5 years is better than : 55.28 vs. LISGX (33.10).
| 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 | 3.794 | 5.577 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 718M | 162B | 0% |
| Annual Yield % from dividends | 0.69 | 1.23 | 57% |
| Returns for 1 year | -1.26 | 4.92 | -26% |
| Returns for 3 years | 26.58 | 41.91 | 63% |
| Returns for 5 years | 33.10 | 55.28 | 60% |
| Returns for 10 years | N/A | 130.16 | - |
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