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LMNSX vs NAESX
LMNSX vs NAESX Comparison
Open Charts LMNSX vs NAESX
ClearBridge Small Cap I
Price$71.90
Change-$0.18 (-0.25%)
VolumeN/A
Net Assets720.75M
Vanguard Small Cap Index I
Price$121.31
Change-$0.03 (-0.02%)
VolumeN/A
Net Assets162.36B
LMNSX vs NAESX Comparison Chart in %
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LMNSX vs. NAESX commentary
Oct 18, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. LMNSX (721M). NAESX pays higher dividends than LMNSX: NAESX (1.23) vs LMNSX (0.60). 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 : 4.92 vs. LMNSX (-1.37). NAESX return over 5 years is better than : 55.28 vs. LMNSX (32.29).
| 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 | 3.707 | 5.577 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 721M | 162B | 0% |
| Annual Yield % from dividends | 0.60 | 1.23 | 49% |
| Returns for 1 year | -1.37 | 4.92 | -28% |
| Returns for 3 years | 26.13 | 41.91 | 62% |
| Returns for 5 years | 32.29 | 55.28 | 58% |
| Returns for 10 years | 52.25 | 130.16 | 40% |
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