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LMBAX vs NAESX
LMBAX vs NAESX Comparison
Open Charts LMBAX vs NAESX
Franklin U.S. Small Cap Equity A
Price$16.05
Change+$0.21 (+1.33%)
VolumeN/A
Net Assets128.36M
Vanguard Small Cap Index I
Price$124.04
Change+$1.27 (+1.03%)
VolumeN/A
Net Assets161.58B
LMBAX vs NAESX Comparison Chart in %
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LMBAX vs. NAESX commentary
Dec 04, 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 Hold and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. LMBAX (128M). NAESX pays higher dividends than LMBAX: NAESX (1.21) vs LMBAX (0.26). 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 : 4.74 vs. NAESX (-0.86). NAESX return over 5 years is better than : 40.97 vs. LMBAX (24.55).
| 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 | 18.722 | 7.092 | 264% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128M | 162B | 0% |
| Annual Yield % from dividends | 0.26 | 1.21 | 21% |
| Returns for 1 year | 4.74 | -0.86 | -550% |
| Returns for 3 years | 32.94 | 32.07 | 103% |
| Returns for 5 years | 24.55 | 40.97 | 60% |
| Returns for 10 years | 22.13 | 131.34 | 17% |
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