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LMARX vs NAESX
LMARX vs NAESX Comparison
Open Charts LMARX vs NAESX
ClearBridge Small Cap R
Price$62.17
Change+$0.33 (+0.53%)
VolumeN/A
Net Assets719.26M
Vanguard Small Cap Index I
Price$118.17
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
LMARX vs NAESX Comparison Chart in %
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LMARX vs. NAESX commentary
Jul 28, 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.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. LMARX (719M). 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 : 8.46 vs. LMARX (-0.64). NAESX return over 5 years is better than : 66.66 vs. LMARX (31.13).
| 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 | 0.469 | 2.781 | 17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 719M | 153B | 0% |
| Annual Yield % from dividends | 0.14 | 1.28 | 11% |
| Returns for 1 year | -0.64 | 8.46 | -8% |
| Returns for 3 years | 13.40 | 34.15 | 39% |
| Returns for 5 years | 31.13 | 66.66 | 47% |
| Returns for 10 years | 32.30 | 114.71 | 28% |
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