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LMASX vs NAESX
LMASX vs NAESX Comparison
Open Charts LMASX vs NAESX
ClearBridge Small Cap C
Price$35.61
Change-$0.29 (-0.81%)
VolumeN/A
Net Assets725.04M
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
LMASX vs NAESX Comparison Chart in %
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LMASX vs. NAESX commentary
Aug 18, 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 LMASX is a Buy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. LMASX (725M). NAESX pays higher dividends than LMASX: NAESX (1.25) vs LMASX (0.38). LMASX was incepted earlier than NAESX: LMASX (40 years) vs NAESX (65 years). LMASX (1.86) is less costly to investors than NAESX (0.17). LMASX is a more actively managed with annual turnover of: 33.00 vs. NAESX (13.00). LMASX has a lower initial minimum investment than NAESX: LMASX (1000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 9.15 vs. LMASX (0.61). NAESX return over 5 years is better than : 57.53 vs. LMASX (10.91).
| LMASX | NAESX | LMASX / NAESX | |
| Total Expense Ratio | 1.85 | 0.17 | 1,088% |
| Annual Report Gross Expense Ratio | 1.86 | 0.17 | 1,094% |
| Fund Existence | 40 years | 65 years | - |
| Gain YTD | 1.714 | 2.494 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 725M | 154B | 0% |
| Annual Yield % from dividends | 0.38 | 1.25 | 31% |
| Returns for 1 year | 0.61 | 9.15 | 7% |
| Returns for 3 years | 0.18 | 20.39 | 1% |
| Returns for 5 years | 10.91 | 57.53 | 19% |
| Returns for 10 years | 4.98 | 112.59 | 4% |
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