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LMASX vs NAESX
LMASX vs NAESX Comparison
Open Charts LMASX vs NAESX
ClearBridge Small Cap C
Price$32.41
Change-$0.59 (-1.79%)
VolumeN/A
Net Assets683.07M
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
LMASX vs NAESX Comparison Chart
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LMASX vs. NAESX commentary
Jun 15, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. LMASX (683M). NAESX pays higher dividends than LMASX: NAESX (1.35) vs LMASX (0.41). LMASX was incepted earlier than NAESX: LMASX (39 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 : 5.19 vs. LMASX (-4.06). NAESX return over 5 years is better than : 63.19 vs. LMASX (14.44).
| 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 | 39 years | 65 years | - |
| Gain YTD | -7.426 | -4.390 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 683M | 148B | 0% |
| Annual Yield % from dividends | 0.41 | 1.35 | 30% |
| Returns for 1 year | -4.06 | 5.19 | -78% |
| Returns for 3 years | 1.89 | 31.28 | 6% |
| Returns for 5 years | 14.44 | 63.19 | 23% |
| Returns for 10 years | -7.52 | 92.88 | -8% |
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