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LMSAX vs NAESX
LMSAX vs NAESX Comparison
Open Charts LMSAX vs NAESX
ClearBridge Small Cap A
Price$39.75
Change-$0.79 (-1.95%)
VolumeN/A
Net Assets702.61M
Vanguard Small Cap Index I
Price$119.91
Change-$2.72 (-2.22%)
VolumeN/A
Net Assets161.58B
LMSAX vs NAESX Comparison Chart in %
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LMSAX vs. NAESX commentary
Nov 14, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. LMSAX (703M). NAESX pays higher dividends than LMSAX: NAESX (1.22) vs LMSAX (0.95). 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 : 1.42 vs. LMSAX (-7.61). NAESX return over 5 years is better than : 48.22 vs. LMSAX (10.89).
| 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 | 3.155 | 6.726 | 47% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 703M | 162B | 0% |
| Annual Yield % from dividends | 0.95 | 1.22 | 78% |
| Returns for 1 year | -7.61 | 1.42 | -535% |
| Returns for 3 years | 13.84 | 33.14 | 42% |
| Returns for 5 years | 10.89 | 48.22 | 23% |
| Returns for 10 years | 25.95 | 137.58 | 19% |
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