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LMNSX vs NAESX
LMNSX vs NAESX Comparison
Open Charts LMNSX vs NAESX
ClearBridge Small Cap I
Price$68.36
Change+$0.49 (+0.72%)
VolumeN/A
Net Assets707.32M
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
LMNSX vs NAESX Comparison Chart in %
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LMNSX vs. NAESX commentary
Jul 07, 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: 148B vs. LMNSX (707M). 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 : 12.22 vs. LMNSX (6.00). NAESX return over 5 years is better than : 69.32 vs. LMNSX (40.85).
| 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 | -1.399 | 1.432 | -98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 707M | 148B | 0% |
| Annual Yield % from dividends | 0.66 | 1.28 | 52% |
| Returns for 1 year | 6.00 | 12.22 | 49% |
| Returns for 3 years | 18.24 | 37.83 | 48% |
| Returns for 5 years | 40.85 | 69.32 | 59% |
| Returns for 10 years | 38.76 | 108.83 | 36% |
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