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LMBAX vs NAESX
LMBAX vs NAESX Comparison
Open Charts LMBAX vs NAESX
Franklin U.S. Small Cap Equity A
Price$13.96
Change+$0.17 (+1.23%)
VolumeN/A
Net Assets107.79M
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
LMBAX vs NAESX Comparison Chart in %
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LMBAX vs. NAESX commentary
Jul 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. LMBAX (108M). NAESX pays higher dividends than LMBAX: NAESX (1.28) vs LMBAX (0.30). LMBAX was incepted earlier than NAESX: LMBAX (16 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 : 12.22 vs. LMBAX (8.62). NAESX return over 5 years is better than : 69.32 vs. LMBAX (40.73).
| LMBAX | NAESX | LMBAX / NAESX | |
| Total Expense Ratio | 1.30 | 0.17 | 765% |
| Annual Report Gross Expense Ratio | 1.41 | 0.17 | 829% |
| Fund Existence | 16 years | 65 years | - |
| Gain YTD | 4.962 | 1.432 | 346% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108M | 148B | 0% |
| Annual Yield % from dividends | 0.30 | 1.28 | 24% |
| Returns for 1 year | 8.62 | 12.22 | 71% |
| Returns for 3 years | 30.96 | 37.83 | 82% |
| Returns for 5 years | 40.73 | 69.32 | 59% |
| Returns for 10 years | 2.04 | 108.83 | 2% |
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