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$13.35
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets125.04M
Vanguard Small Cap Index I
Price$122.63
Change+$0.18 (+0.15%)
VolumeN/A
Net Assets161.58B
LMBCX vs NAESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LMBCX vs. NAESX commentary
Nov 14, 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: 162B vs. LMBCX (125M). NAESX pays higher dividends than LMBCX: NAESX (1.22) 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). LMBCX annual gain was more profitable for investors over the last year : 4.22 vs. NAESX (1.42). NAESX return over 5 years is better than : 48.22 vs. LMBCX (20.96).
| 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 | 17.518 | 6.726 | 260% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125M | 162B | 0% |
| Annual Yield % from dividends | 0.00 | 1.22 | - |
| Returns for 1 year | 4.22 | 1.42 | 296% |
| Returns for 3 years | 28.99 | 33.14 | 87% |
| Returns for 5 years | 20.96 | 48.22 | 43% |
| Returns for 10 years | 9.15 | 137.58 | 7% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| LIAGX | 17.47 | 0.09 | +0.52% |
| Lord Abbett International Growth I | |||
| VSFAX | 25.65 | 0.08 | +0.31% |
| Federated Hermes Clover Small Value A | |||
| PCEMX | 17.71 | 0.03 | +0.17% |
| PACE International Em Mkts Eq P | |||
| PWJQX | 35.80 | 0.03 | +0.08% |
| PGIM Jennison International Opps R6 | |||
| GSPSX | 34.74 | N/A | N/A |
| Goldman Sachs Large Cap Equity Svc | |||