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LISGX vs NAESX
LISGX vs NAESX Comparison
Open Charts LISGX vs NAESX
ClearBridge Small Cap IS
Price$73.95
Change+$0.79 (+1.08%)
VolumeN/A
Net Assets723.2M
Vanguard Small Cap Index I
Price$130.44
Change+$0.04 (+0.03%)
VolumeN/A
Net Assets162.31B
LISGX vs NAESX Comparison Chart in %
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LISGX vs. NAESX commentary
Feb 05, 2026
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 StrongBuy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. LISGX (723M). NAESX pays higher dividends than LISGX: NAESX (1.16) vs LISGX (0.41). 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 : 10.68 vs. LISGX (3.39). NAESX return over 5 years is better than : 31.77 vs. LISGX (3.70).
| 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 | 5.598 | 5.519 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 723M | 162B | 0% |
| Annual Yield % from dividends | 0.41 | 1.16 | 35% |
| Returns for 1 year | 3.39 | 10.68 | 32% |
| Returns for 3 years | 14.24 | 33.00 | 43% |
| Returns for 5 years | 3.70 | 31.77 | 12% |
| Returns for 10 years | N/A | 185.98 | - |
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