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LMNSX vs NAESX
LMNSX vs NAESX Comparison
Open Charts LMNSX vs NAESX
ClearBridge Small Cap I
Price$69.89
Change+$0.38 (+0.55%)
VolumeN/A
Net Assets719.26M
Vanguard Small Cap Index I
Price$118.17
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
LMNSX vs NAESX Comparison Chart in %
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LMNSX 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 LMNSX is a Buy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. LMNSX (719M). NAESX pays higher dividends than LMNSX: NAESX (1.28) vs LMNSX (0.66). LMNSX was incepted earlier than NAESX: LMNSX (31 years) vs NAESX (65 years). LMNSX (0.85) is less costly to investors than NAESX (0.17). LMNSX is a more actively managed with annual turnover of: 33.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than LMNSX: NAESX (3000) vs LMNSX (1000000). NAESX annual gain was more profitable for investors over the last year : 8.46 vs. LMNSX (0.29). NAESX return over 5 years is better than : 66.66 vs. LMNSX (37.13).
| LMNSX | NAESX | LMNSX / NAESX | |
| Total Expense Ratio | 0.85 | 0.17 | 500% |
| Annual Report Gross Expense Ratio | 0.85 | 0.17 | 500% |
| Fund Existence | 31 years | 65 years | - |
| Gain YTD | 0.808 | 2.781 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 719M | 153B | 0% |
| Annual Yield % from dividends | 0.66 | 1.28 | 52% |
| Returns for 1 year | 0.29 | 8.46 | 3% |
| Returns for 3 years | 15.97 | 34.15 | 47% |
| Returns for 5 years | 37.13 | 66.66 | 56% |
| Returns for 10 years | 44.37 | 114.71 | 39% |
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