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LMNSX vs NAESX
LMNSX vs NAESX Comparison
Open Charts LMNSX vs NAESX
ClearBridge Small Cap I
Price$73.25
Change+$0.60 (+0.83%)
VolumeN/A
Net Assets730.75M
Vanguard Small Cap Index I
Price$122.10
Change+$1.17 (+0.97%)
VolumeN/A
Net Assets161.26B
LMNSX vs NAESX Comparison Chart in %
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LMNSX vs. NAESX commentary
Sep 28, 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: 161B vs. LMNSX (731M). NAESX pays higher dividends than LMNSX: NAESX (1.20) 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 : 8.00 vs. LMNSX (4.55). NAESX return over 5 years is better than : 71.48 vs. LMNSX (46.53).
| 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 | 5.654 | 6.199 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 731M | 161B | 0% |
| Annual Yield % from dividends | 0.60 | 1.20 | 50% |
| Returns for 1 year | 4.55 | 8.00 | 57% |
| Returns for 3 years | 36.09 | 50.66 | 71% |
| Returns for 5 years | 46.53 | 71.48 | 65% |
| Returns for 10 years | 64.57 | 148.14 | 44% |
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