LMSAX
Price
$39.57
Change
+$0.22 (+0.56%)
Updated
Jul 25 closing price
Net Assets
719.26M
NAESX
Price
$118.17
Change
+$0.72 (+0.61%)
Updated
Jul 25 closing price
Net Assets
153.28B
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LMSAX vs NAESX

Header iconLMSAX vs NAESX Comparison
Open Charts LMSAX vs NAESXBanner chart's image
ClearBridge Small Cap A
Price$39.57
Change+$0.22 (+0.56%)
VolumeN/A
Net Assets719.26M
Vanguard Small Cap Index I
Price$118.17
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
LMSAX vs NAESX Comparison Chart in %
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LMSAX vs. NAESX commentary
Jul 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 Buy and NAESX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. LMSAX (719M). 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 : 8.46 vs. LMSAX (-2.20). NAESX return over 5 years is better than : 66.66 vs. LMSAX (23.72).
LMSAXNAESXLMSAX / NAESX
Total Expense Ratio1.070.17629%
Annual Report Gross Expense Ratio1.100.17647%
Fund Existence16 years65 years-
Gain YTD0.6872.78125%
Front Load6%N/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets719M153B0%
Annual Yield % from dividends1.021.2880%
Returns for 1 year-2.208.46-26%
Returns for 3 years11.8034.1535%
Returns for 5 years23.7266.6636%
Returns for 10 years16.69114.7115%
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