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LMASX vs NAESX
LMASX vs NAESX Comparison
Open Charts LMASX vs NAESX
ClearBridge Small Cap C
Price$36.98
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets749.44M
Vanguard Small Cap Index I
Price$122.59
Change+$0.15 (+0.12%)
VolumeN/A
Net Assets161.26B
LMASX vs NAESX Comparison Chart in %
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LMASX vs. NAESX commentary
Sep 09, 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: 161B vs. LMASX (749M). NAESX pays higher dividends than LMASX: NAESX (1.20) vs LMASX (0.36). 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 : 15.53 vs. LMASX (4.09). NAESX return over 5 years is better than : 68.06 vs. LMASX (19.79).
| 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 | 5.798 | 6.625 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 749M | 161B | 0% |
| Annual Yield % from dividends | 0.36 | 1.20 | 30% |
| Returns for 1 year | 4.09 | 15.53 | 26% |
| Returns for 3 years | 17.00 | 32.39 | 52% |
| Returns for 5 years | 19.79 | 68.06 | 29% |
| Returns for 10 years | 13.15 | 133.63 | 10% |
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