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LMARX vs NAESX
LMARX vs NAESX Comparison
Open Charts LMARX vs NAESX
ClearBridge Small Cap R
Price$62.38
Change-$1.25 (-1.96%)
VolumeN/A
Net Assets702.61M
Vanguard Small Cap Index I
Price$119.91
Change-$2.72 (-2.22%)
VolumeN/A
Net Assets161.58B
LMARX vs NAESX Comparison Chart in %
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LMARX vs. NAESX commentary
Nov 14, 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: 162B vs. LMARX (703M). NAESX pays higher dividends than LMARX: NAESX (1.22) vs LMARX (0.13). 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 : 1.42 vs. LMARX (-6.16). NAESX return over 5 years is better than : 48.22 vs. LMARX (17.57).
| 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 | 2.828 | 6.726 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 703M | 162B | 0% |
| Annual Yield % from dividends | 0.13 | 1.22 | 11% |
| Returns for 1 year | -6.16 | 1.42 | -433% |
| Returns for 3 years | 15.44 | 33.14 | 47% |
| Returns for 5 years | 17.57 | 48.22 | 36% |
| Returns for 10 years | 42.88 | 137.58 | 31% |
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