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LISGX vs NAESX
LISGX vs NAESX Comparison
Open Charts LISGX vs NAESX
ClearBridge Small Cap IS
Price$70.19
Change-$0.01 (-0.01%)
VolumeN/A
Net Assets719.26M
Vanguard Small Cap Index I
Price$117.71
Change-$0.46 (-0.39%)
VolumeN/A
Net Assets153.28B
LISGX vs NAESX Comparison Chart in %
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LISGX vs. NAESX commentary
Jul 29, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. LISGX (719M). 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 : 6.25 vs. LISGX (-1.56). NAESX return over 5 years is better than : 62.27 vs. LISGX (34.99).
| 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 | 0.862 | 2.380 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 719M | 153B | 0% |
| Annual Yield % from dividends | 0.77 | 1.28 | 60% |
| Returns for 1 year | -1.56 | 6.25 | -25% |
| Returns for 3 years | 10.62 | 27.51 | 39% |
| Returns for 5 years | 34.99 | 62.27 | 56% |
| Returns for 10 years | N/A | 110.74 | - |
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