Interact to see
Advertisement
Advertisement
LMASX vs NAESX
LMASX vs NAESX Comparison
Open Charts LMASX vs NAESX
ClearBridge Small Cap C
Price$35.09
Change+$0.18 (+0.52%)
VolumeN/A
Net Assets719.26M
Vanguard Small Cap Index I
Price$118.17
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
LMASX vs NAESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LMASX vs. NAESX commentary
Jul 27, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. LMASX (719M). NAESX pays higher dividends than LMASX: NAESX (1.28) vs LMASX (0.40). 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 : 8.46 vs. LMASX (-3.58). NAESX return over 5 years is better than : 66.66 vs. LMASX (16.29).
| 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 | 0.229 | 2.781 | 8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 719M | 153B | 0% |
| Annual Yield % from dividends | 0.40 | 1.28 | 31% |
| Returns for 1 year | -3.58 | 8.46 | -42% |
| Returns for 3 years | 8.32 | 34.15 | 24% |
| Returns for 5 years | 16.29 | 66.66 | 24% |
| Returns for 10 years | 3.97 | 114.71 | 3% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers