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LMARX vs NAESX
LMARX vs NAESX Comparison
Open Charts LMARX vs NAESX
ClearBridge Small Cap R
Price$66.43
Change+$1.28 (+1.96%)
VolumeN/A
Net Assets726.68M
Vanguard Small Cap Index I
Price$124.04
Change+$1.27 (+1.03%)
VolumeN/A
Net Assets161.58B
LMARX vs NAESX Comparison Chart in %
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LMARX vs. NAESX commentary
Dec 04, 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 Hold and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. LMARX (727M). NAESX pays higher dividends than LMARX: NAESX (1.21) vs LMARX (0.12). 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 : -0.86 vs. LMARX (-5.86). NAESX return over 5 years is better than : 40.97 vs. LMARX (13.81).
| 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 | 5.785 | 7.092 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 727M | 162B | 0% |
| Annual Yield % from dividends | 0.12 | 1.21 | 10% |
| Returns for 1 year | -5.86 | -0.86 | 680% |
| Returns for 3 years | 17.88 | 32.07 | 56% |
| Returns for 5 years | 13.81 | 40.97 | 34% |
| Returns for 10 years | 41.25 | 131.34 | 31% |
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