LMSAX
Price
$38.71
Change
+$0.28 (+0.73%)
Updated
Jul 3 closing price
Net Assets
707.32M
NAESX
Price
$116.62
Change
+$0.82 (+0.71%)
Updated
Jul 3 closing price
Net Assets
147.56B
Interact to see
Advertisement

LMSAX vs NAESX

Header iconLMSAX vs NAESX Comparison
Open Charts LMSAX vs NAESXBanner chart's image
ClearBridge Small Cap A
Price$38.71
Change+$0.28 (+0.73%)
VolumeN/A
Net Assets707.32M
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
LMSAX vs NAESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
LMSAX vs. NAESX commentary
Jul 06, 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 Buy and NAESX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. LMSAX (707M). NAESX pays higher dividends than LMSAX: NAESX (1.28) vs LMSAX (1.02). LMSAX was incepted earlier than NAESX: LMSAX (16 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 : 12.22 vs. LMSAX (3.40). NAESX return over 5 years is better than : 69.32 vs. LMSAX (27.10).
LMSAXNAESXLMSAX / NAESX
Total Expense Ratio1.070.17629%
Annual Report Gross Expense Ratio1.100.17647%
Fund Existence16 years65 years-
Gain YTD-1.5011.432-105%
Front Load6%N/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets707M148B0%
Annual Yield % from dividends1.021.2880%
Returns for 1 year3.4012.2228%
Returns for 3 years13.9937.8337%
Returns for 5 years27.1069.3239%
Returns for 10 years12.16108.8311%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
NL6.620.09
+1.38%
NL Industries
PLAB20.260.11
+0.55%
Photronics
CHSCN24.75-0.01
-0.04%
CHS
STRO0.76N/A
-0.10%
Sutro Biopharma
MIDD148.63-0.53
-0.36%
Middleby Corp