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LMNSX vs NAESX
LMNSX vs NAESX Comparison
Open Charts LMNSX vs NAESX
ClearBridge Small Cap I
Price$71.87
Change-$0.03 (-0.04%)
VolumeN/A
Net Assets723.37M
Vanguard Small Cap Index I
Price$125.95
Change-$0.25 (-0.20%)
VolumeN/A
Net Assets163.34B
LMNSX vs NAESX Comparison Chart in %
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LMNSX vs. NAESX commentary
Dec 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: 163B vs. LMNSX (723M). 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 : 7.55 vs. LMNSX (2.06). NAESX return over 5 years is better than : 36.08 vs. LMNSX (7.68).
| 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 | 3.664 | 9.616 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 723M | 163B | 0% |
| Annual Yield % from dividends | 0.59 | 1.21 | 49% |
| Returns for 1 year | 2.06 | 7.55 | 27% |
| Returns for 3 years | 26.42 | 45.02 | 59% |
| Returns for 5 years | 7.68 | 36.08 | 21% |
| Returns for 10 years | 59.47 | 141.47 | 42% |
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