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LMSAX vs NAESX
LMSAX vs NAESX Comparison
Open Charts LMSAX vs NAESX
ClearBridge Small Cap A
Price$41.45
Change+$0.34 (+0.83%)
VolumeN/A
Net Assets730.75M
Vanguard Small Cap Index I
Price$122.10
Change+$1.17 (+0.97%)
VolumeN/A
Net Assets161.26B
LMSAX vs NAESX Comparison Chart in %
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LMSAX vs. NAESX commentary
Sep 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 LMSAX is a Hold and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. LMSAX (731M). NAESX pays higher dividends than LMSAX: NAESX (1.20) 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 : 8.00 vs. LMSAX (1.94). NAESX return over 5 years is better than : 71.48 vs. LMSAX (32.19).
| 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 | 5.471 | 6.199 | 88% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 731M | 161B | 0% |
| Annual Yield % from dividends | 0.92 | 1.20 | 77% |
| Returns for 1 year | 1.94 | 8.00 | 24% |
| Returns for 3 years | 31.18 | 50.66 | 62% |
| Returns for 5 years | 32.19 | 71.48 | 45% |
| Returns for 10 years | 33.00 | 148.14 | 22% |
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