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LMSAX vs NAESX
LMSAX vs NAESX Comparison
Open Charts LMSAX vs NAESX
ClearBridge Small Cap A
Price$40.11
Change+$0.23 (+0.58%)
VolumeN/A
Net Assets733.51M
Vanguard Small Cap Index I
Price$132.17
Change+$1.32 (+1.01%)
VolumeN/A
Net Assets162.31B
LMSAX vs NAESX Comparison Chart in %
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LMSAX vs. NAESX commentary
Jan 17, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. LMSAX (734M). NAESX pays higher dividends than LMSAX: NAESX (1.22) vs LMSAX (0.43). 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 : 12.51 vs. LMSAX (-0.31). NAESX return over 5 years is better than : 36.26 vs. LMSAX (-8.21).
| 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 | 6.139 | 6.951 | 88% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 734M | 162B | 0% |
| Annual Yield % from dividends | 0.43 | 1.22 | 35% |
| Returns for 1 year | -0.31 | 12.51 | -2% |
| Returns for 3 years | 12.46 | 42.12 | 30% |
| Returns for 5 years | -8.21 | 36.26 | -23% |
| Returns for 10 years | 46.63 | 188.03 | 25% |
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