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LMBAX vs NAESX
LMBAX vs NAESX Comparison
Open Charts LMBAX vs NAESX
Franklin U.S. Small Cap Equity A
Price$14.51
Change+$0.07 (+0.48%)
VolumeN/A
Net Assets110.3M
Vanguard Small Cap Index I
Price$118.15
Change+$0.31 (+0.26%)
VolumeN/A
Net Assets154.18B
LMBAX vs NAESX Comparison Chart in %
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LMBAX vs. NAESX commentary
Aug 20, 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 StrongBuy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. LMBAX (110M). NAESX pays higher dividends than LMBAX: NAESX (1.25) vs LMBAX (0.30). 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). NAESX annual gain was more profitable for investors over the last year : 9.28 vs. LMBAX (8.76). NAESX return over 5 years is better than : 58.80 vs. LMBAX (34.15).
| 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 | 9.098 | 2.763 | 329% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110M | 154B | 0% |
| Annual Yield % from dividends | 0.30 | 1.25 | 24% |
| Returns for 1 year | 8.76 | 9.28 | 94% |
| Returns for 3 years | 20.36 | 24.25 | 84% |
| Returns for 5 years | 34.15 | 58.80 | 58% |
| Returns for 10 years | 14.48 | 124.92 | 12% |
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