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LMBCX vs NAESX
LMBCX vs NAESX Comparison
Open Charts LMBCX vs NAESX
Franklin U.S. Small Cap Equity C
Price$13.29
Change+$0.21 (+1.61%)
VolumeN/A
Net Assets124.29M
Vanguard Small Cap Index I
Price$130.40
Change+$7.85 (+6.41%)
VolumeN/A
Net Assets162.31B
LMBCX vs NAESX Comparison Chart in %
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LMBCX vs. NAESX commentary
Feb 04, 2026
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 LMBCX is a Buy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. LMBCX (124M). NAESX pays higher dividends than LMBCX: NAESX (1.16) vs LMBCX (0.00). LMBCX was incepted earlier than NAESX: LMBCX (17 years) vs NAESX (65 years). LMBCX (2.13) is less costly to investors than NAESX (0.17). LMBCX is a more actively managed with annual turnover of: 53.00 vs. NAESX (13.00). LMBCX has a lower initial minimum investment than NAESX: LMBCX (1000) vs NAESX (3000). LMBCX annual gain was more profitable for investors over the last year : 15.16 vs. NAESX (10.68). NAESX return over 5 years is better than : 31.77 vs. LMBCX (-1.52).
| LMBCX | NAESX | LMBCX / NAESX | |
| Total Expense Ratio | 2.05 | 0.17 | 1,206% |
| Annual Report Gross Expense Ratio | 2.13 | 0.17 | 1,253% |
| Fund Existence | 17 years | 65 years | - |
| Gain YTD | 5.560 | 5.519 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124M | 162B | 0% |
| Annual Yield % from dividends | 0.00 | 1.16 | - |
| Returns for 1 year | 15.16 | 10.68 | 142% |
| Returns for 3 years | 25.28 | 33.00 | 77% |
| Returns for 5 years | -1.52 | 31.77 | -5% |
| Returns for 10 years | 36.55 | 185.98 | 20% |
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