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LMBCX vs NAESX
LMBCX vs NAESX Comparison
Open Charts LMBCX vs NAESX
Franklin U.S. Small Cap Equity C
Price$11.09
Change-$0.24 (-2.12%)
VolumeN/A
Net Assets100.79M
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
LMBCX vs NAESX Comparison Chart
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LMBCX vs. NAESX commentary
Jun 15, 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 LMBCX is a Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. LMBCX (101M). NAESX pays higher dividends than LMBCX: NAESX (1.35) vs LMBCX (0.48). LMBCX was incepted earlier than NAESX: LMBCX (16 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). NAESX annual gain was more profitable for investors over the last year : 5.19 vs. LMBCX (0.27). NAESX return over 5 years is better than : 63.19 vs. LMBCX (24.65).
| 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 | 16 years | 65 years | - |
| Gain YTD | -2.377 | -4.390 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 101M | 148B | 0% |
| Annual Yield % from dividends | 0.48 | 1.35 | 35% |
| Returns for 1 year | 0.27 | 5.19 | 5% |
| Returns for 3 years | 14.53 | 31.28 | 46% |
| Returns for 5 years | 24.65 | 63.19 | 39% |
| Returns for 10 years | -18.54 | 92.88 | -20% |
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