LMBCX
Price
$11.80
Change
+$0.06 (+0.51%)
Updated
Jul 25 closing price
Net Assets
106.91M
NAESX
Price
$118.17
Change
+$0.72 (+0.61%)
Updated
Jul 25 closing price
Net Assets
153.28B
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LMBCX vs NAESX

Header iconLMBCX vs NAESX Comparison
Open Charts LMBCX vs NAESXBanner chart's image
Franklin U.S. Small Cap Equity C
Price$11.80
Change+$0.06 (+0.51%)
VolumeN/A
Net Assets106.91M
Vanguard Small Cap Index I
Price$118.17
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
LMBCX vs NAESX Comparison Chart in %
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LMBCX vs. NAESX commentary
Jul 28, 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 Hold and NAESX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. LMBCX (107M). 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 : 8.46 vs. LMBCX (-0.51). NAESX return over 5 years is better than : 66.66 vs. LMBCX (24.94).
LMBCXNAESXLMBCX / NAESX
Total Expense Ratio2.050.171,206%
Annual Report Gross Expense Ratio2.130.171,253%
Fund Existence16 years65 years-
Gain YTD3.8732.781139%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets107M153B0%
Annual Yield % from dividends0.001.28-
Returns for 1 year-0.518.46-6%
Returns for 3 years19.7734.1558%
Returns for 5 years24.9466.6637%
Returns for 10 years-9.21114.71-8%
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