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LMNSX vs NAESX
LMNSX vs NAESX Comparison
Open Charts LMNSX vs NAESX
ClearBridge Small Cap I
Price$74.85
Change+$1.44 (+1.96%)
VolumeN/A
Net Assets726.68M
Vanguard Small Cap Index I
Price$122.77
Change-$0.28 (-0.23%)
VolumeN/A
Net Assets161.58B
LMNSX vs NAESX Comparison Chart in %
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LMNSX vs. NAESX commentary
Dec 04, 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 Hold and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. LMNSX (727M). NAESX pays higher dividends than LMNSX: NAESX (1.21) vs LMNSX (0.59). 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 : -0.86 vs. LMNSX (-4.95). NAESX return over 5 years is better than : 40.97 vs. LMNSX (19.03).
| 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 | 6.375 | 7.092 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 727M | 162B | 0% |
| Annual Yield % from dividends | 0.59 | 1.21 | 49% |
| Returns for 1 year | -4.95 | -0.86 | 575% |
| Returns for 3 years | 20.58 | 32.07 | 64% |
| Returns for 5 years | 19.03 | 40.97 | 46% |
| Returns for 10 years | 54.12 | 131.34 | 41% |
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