Interact to see
Advertisement
Advertisement
LMBCX vs NAESX
LMBCX vs NAESX Comparison
Open Charts LMBCX vs NAESX
Franklin U.S. Small Cap Equity C
Price$12.27
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets110.3M
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
LMBCX vs NAESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LMBCX vs. NAESX commentary
Aug 18, 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 StrongBuy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. LMBCX (110M). NAESX pays higher dividends than LMBCX: NAESX (1.25) 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). NAESX annual gain was more profitable for investors over the last year : 9.15 vs. LMBCX (7.26). NAESX return over 5 years is better than : 57.53 vs. LMBCX (22.19).
| 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 | 8.011 | 2.494 | 321% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110M | 154B | 0% |
| Annual Yield % from dividends | 0.00 | 1.25 | - |
| Returns for 1 year | 7.26 | 9.15 | 79% |
| Returns for 3 years | 12.91 | 20.39 | 63% |
| Returns for 5 years | 22.19 | 57.53 | 39% |
| Returns for 10 years | -5.01 | 112.59 | -4% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement