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LMBMX vs NAESX
LMBMX vs NAESX Comparison
Open Charts LMBMX vs NAESX
Franklin U.S. Small Cap Equity IS
Price$13.90
Change+$0.07 (+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
LMBMX vs NAESX Comparison Chart in %
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LMBMX 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 LMBMX is a Hold and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. LMBMX (107M). NAESX pays higher dividends than LMBMX: NAESX (1.28) vs LMBMX (0.73). LMBMX was incepted earlier than NAESX: LMBMX (13 years) vs NAESX (65 years). LMBMX (0.96) is less costly to investors than NAESX (0.17). LMBMX is a more actively managed with annual turnover of: 53.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than LMBMX: NAESX (3000) vs LMBMX (1000000). NAESX annual gain was more profitable for investors over the last year : 8.46 vs. LMBMX (1.21). NAESX return over 5 years is better than : 66.66 vs. LMBMX (38.75).
| LMBMX | NAESX | LMBMX / NAESX | |
| Total Expense Ratio | 0.75 | 0.17 | 441% |
| Annual Report Gross Expense Ratio | 0.96 | 0.17 | 565% |
| Fund Existence | 13 years | 65 years | - |
| Gain YTD | 4.590 | 2.781 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107M | 153B | 0% |
| Annual Yield % from dividends | 0.73 | 1.28 | 57% |
| Returns for 1 year | 1.21 | 8.46 | 14% |
| Returns for 3 years | 25.98 | 34.15 | 76% |
| Returns for 5 years | 38.75 | 66.66 | 58% |
| Returns for 10 years | 6.88 | 114.71 | 6% |
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