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LMSAX vs NAESX
LMSAX vs NAESX Comparison
Open Charts LMSAX vs NAESX
ClearBridge Small Cap A
Price$42.34
Change+$0.82 (+1.97%)
VolumeN/A
Net Assets726.68M
Vanguard Small Cap Index I
Price$124.04
Change+$1.27 (+1.03%)
VolumeN/A
Net Assets161.58B
LMSAX vs NAESX Comparison Chart in %
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LMSAX 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 LMSAX is a Hold and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. LMSAX (727M). NAESX pays higher dividends than LMSAX: NAESX (1.21) vs LMSAX (0.92). LMSAX was incepted earlier than NAESX: LMSAX (17 years) vs NAESX (65 years). LMSAX (1.10) is less costly to investors than NAESX (0.17). LMSAX is a more actively managed with annual turnover of: 33.00 vs. NAESX (13.00). LMSAX has a lower initial minimum investment than NAESX: LMSAX (1000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : -0.86 vs. LMSAX (-7.31). NAESX return over 5 years is better than : 40.97 vs. LMSAX (7.36).
| LMSAX | NAESX | LMSAX / NAESX | |
| Total Expense Ratio | 1.07 | 0.17 | 629% |
| Annual Report Gross Expense Ratio | 1.10 | 0.17 | 647% |
| Fund Existence | 17 years | 65 years | - |
| Gain YTD | 6.158 | 7.092 | 87% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 727M | 162B | 0% |
| Annual Yield % from dividends | 0.92 | 1.21 | 76% |
| Returns for 1 year | -7.31 | -0.86 | 848% |
| Returns for 3 years | 16.26 | 32.07 | 51% |
| Returns for 5 years | 7.36 | 40.97 | 18% |
| Returns for 10 years | 24.53 | 131.34 | 19% |
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