LMBCX
Price
$11.87
Change
+$0.14 (+1.19%)
Updated
Jul 3 closing price
Net Assets
107.79M
NAESX
Price
$116.62
Change
+$0.82 (+0.71%)
Updated
Jul 3 closing price
Net Assets
147.56B
Interact to see
Advertisement

LMBCX vs NAESX

Header iconLMBCX vs NAESX Comparison
Open Charts LMBCX vs NAESXBanner chart's image
Franklin U.S. Small Cap Equity C
Price$11.87
Change+$0.14 (+1.19%)
VolumeN/A
Net Assets107.79M
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
LMBCX vs NAESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
LMBCX vs. NAESX commentary
Jul 06, 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 StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. LMBCX (108M). NAESX pays higher dividends than LMBCX: NAESX (1.28) vs LMBCX (0.00). 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 : 12.22 vs. LMBCX (7.13). NAESX return over 5 years is better than : 69.32 vs. LMBCX (29.37).
LMBCXNAESXLMBCX / NAESX
Total Expense Ratio2.050.171,206%
Annual Report Gross Expense Ratio2.130.171,253%
Fund Existence16 years65 years-
Gain YTD4.4891.432313%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets108M148B0%
Annual Yield % from dividends0.001.28-
Returns for 1 year7.1312.2258%
Returns for 3 years26.0837.8369%
Returns for 5 years29.3769.3242%
Returns for 10 years-10.66108.83-10%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
TVFRX17.640.13
+0.74%
NAA Allocation P
JEMOX35.860.23
+0.65%
JPMorgan Emerging Markets Equity R5
JFCAX37.650.20
+0.53%
JHancock Fundamental All Cap Core A
MXVHX7.060.03
+0.43%
Empower Large Cap Value Instl
RYHIX123.550.17
+0.14%
Rydex Health Care Inv