LMARX
Price
$60.83
Change
+$0.43 (+0.71%)
Updated
Jul 3 closing price
Net Assets
707.32M
NAESX
Price
$116.62
Change
+$0.82 (+0.71%)
Updated
Jul 3 closing price
Net Assets
147.56B
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LMARX vs NAESX

Header iconLMARX vs NAESX Comparison
Open Charts LMARX vs NAESXBanner chart's image
ClearBridge Small Cap R
Price$60.83
Change+$0.43 (+0.71%)
VolumeN/A
Net Assets707.32M
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
LMARX vs NAESX Comparison Chart in %
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LMARX 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 LMARX is a Buy and NAESX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. LMARX (707M). NAESX pays higher dividends than LMARX: NAESX (1.28) vs LMARX (0.14). LMARX was incepted earlier than NAESX: LMARX (19 years) vs NAESX (65 years). LMARX (1.43) is less costly to investors than NAESX (0.17). LMARX is a more actively managed with annual turnover of: 33.00 vs. NAESX (13.00). LMARX has a lower initial minimum investment than NAESX: LMARX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 12.22 vs. LMARX (5.03). NAESX return over 5 years is better than : 69.32 vs. LMARX (34.69).
LMARXNAESXLMARX / NAESX
Total Expense Ratio1.430.17841%
Annual Report Gross Expense Ratio1.430.17841%
Fund Existence19 years65 years-
Gain YTD-1.6971.432-118%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets707M148B0%
Annual Yield % from dividends0.141.2811%
Returns for 1 year5.0312.2241%
Returns for 3 years15.6137.8341%
Returns for 5 years34.6969.3250%
Returns for 10 years27.15108.8325%
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