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LMBAX vs NAESX
LMBAX vs NAESX Comparison
Open Charts LMBAX vs NAESX
Franklin U.S. Small Cap Equity A
Price$15.21
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets116.26M
Vanguard Small Cap Index I
Price$122.59
Change+$0.15 (+0.12%)
VolumeN/A
Net Assets161.26B
LMBAX vs NAESX Comparison Chart in %
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LMBAX vs. NAESX commentary
Sep 09, 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 LMBAX is a Buy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. LMBAX (116M). NAESX pays higher dividends than LMBAX: NAESX (1.20) vs LMBAX (0.28). LMBAX was incepted earlier than NAESX: LMBAX (17 years) vs NAESX (65 years). LMBAX (1.41) is less costly to investors than NAESX (0.17). LMBAX is a more actively managed with annual turnover of: 53.00 vs. NAESX (13.00). LMBAX has a lower initial minimum investment than NAESX: LMBAX (1000) vs NAESX (3000). LMBAX annual gain was more profitable for investors over the last year : 17.07 vs. NAESX (15.53). NAESX return over 5 years is better than : 68.06 vs. LMBAX (45.26).
| LMBAX | NAESX | LMBAX / NAESX | |
| Total Expense Ratio | 1.30 | 0.17 | 765% |
| Annual Report Gross Expense Ratio | 1.41 | 0.17 | 829% |
| Fund Existence | 17 years | 65 years | - |
| Gain YTD | 14.361 | 6.625 | 217% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116M | 161B | 0% |
| Annual Yield % from dividends | 0.28 | 1.20 | 23% |
| Returns for 1 year | 17.07 | 15.53 | 110% |
| Returns for 3 years | 31.34 | 32.39 | 97% |
| Returns for 5 years | 45.26 | 68.06 | 66% |
| Returns for 10 years | 19.73 | 133.63 | 15% |
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