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LMARX vs NAESX
LMARX vs NAESX Comparison
Open Charts LMARX vs NAESX
ClearBridge Small Cap R
Price$63.09
Change-$0.52 (-0.82%)
VolumeN/A
Net Assets725.04M
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
LMARX vs NAESX Comparison Chart in %
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LMARX vs. NAESX commentary
Aug 19, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. LMARX (725M). NAESX pays higher dividends than LMARX: NAESX (1.25) 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 : 9.15 vs. LMARX (3.62). NAESX return over 5 years is better than : 57.53 vs. LMARX (25.04).
| LMARX | NAESX | LMARX / NAESX | |
| Total Expense Ratio | 1.43 | 0.17 | 841% |
| Annual Report Gross Expense Ratio | 1.43 | 0.17 | 841% |
| Fund Existence | 19 years | 65 years | - |
| Gain YTD | 1.955 | 2.494 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 725M | 154B | 0% |
| Annual Yield % from dividends | 0.14 | 1.25 | 11% |
| Returns for 1 year | 3.62 | 9.15 | 40% |
| Returns for 3 years | 4.86 | 20.39 | 24% |
| Returns for 5 years | 25.04 | 57.53 | 44% |
| Returns for 10 years | 33.58 | 112.59 | 30% |
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