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LMNSX vs NAESX
LMNSX vs NAESX Comparison
Open Charts LMNSX vs NAESX
ClearBridge Small Cap I
Price$70.26
Change-$1.41 (-1.97%)
VolumeN/A
Net Assets702.61M
Vanguard Small Cap Index I
Price$119.91
Change-$2.72 (-2.22%)
VolumeN/A
Net Assets161.58B
LMNSX vs NAESX Comparison Chart in %
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LMNSX vs. NAESX commentary
Nov 14, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. LMNSX (703M). NAESX pays higher dividends than LMNSX: NAESX (1.22) vs LMNSX (0.62). 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 : 1.42 vs. LMNSX (-5.25). NAESX return over 5 years is better than : 48.22 vs. LMNSX (22.96).
| 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 | 3.375 | 6.726 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 703M | 162B | 0% |
| Annual Yield % from dividends | 0.62 | 1.22 | 50% |
| Returns for 1 year | -5.25 | 1.42 | -369% |
| Returns for 3 years | 18.09 | 33.14 | 55% |
| Returns for 5 years | 22.96 | 48.22 | 48% |
| Returns for 10 years | 55.90 | 137.58 | 41% |
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