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LMBCX vs NAESX
LMBCX vs NAESX Comparison
Open Charts LMBCX vs NAESX
Franklin U.S. Small Cap Equity C
Price$12.92
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets116.26M
Vanguard Small Cap Index I
Price$122.59
Change+$0.15 (+0.12%)
VolumeN/A
Net Assets161.26B
LMBCX vs NAESX Comparison Chart in %
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LMBCX vs. NAESX commentary
Sep 09, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. LMBCX (116M). NAESX pays higher dividends than LMBCX: NAESX (1.20) 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 (13.62) and LMBCX (13.42) have marching annual gain over last year. NAESX return over 5 years is better than : 66.60 vs. LMBCX (32.85).
| 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 | 13.820 | 6.494 | 213% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116M | 161B | 0% |
| Annual Yield % from dividends | 0.00 | 1.20 | - |
| Returns for 1 year | 13.42 | 13.62 | 99% |
| Returns for 3 years | 32.31 | 39.23 | 82% |
| Returns for 5 years | 32.85 | 66.60 | 49% |
| Returns for 10 years | 4.86 | 132.36 | 4% |
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