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LMBMX vs NAESX
LMBMX vs NAESX Comparison
Open Charts LMBMX vs NAESX
Franklin U.S. Small Cap Equity IS
Price$13.97
Change+$0.17 (+1.23%)
VolumeN/A
Net Assets107.79M
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
LMBMX vs NAESX Comparison Chart in %
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LMBMX vs. NAESX commentary
Jul 07, 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 Buy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. LMBMX (108M). 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 : 12.22 vs. LMBMX (8.97). NAESX return over 5 years is better than : 69.32 vs. LMBMX (43.60).
| 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 | 5.117 | 1.432 | 357% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108M | 148B | 0% |
| Annual Yield % from dividends | 0.73 | 1.28 | 57% |
| Returns for 1 year | 8.97 | 12.22 | 73% |
| Returns for 3 years | 32.60 | 37.83 | 86% |
| Returns for 5 years | 43.60 | 69.32 | 63% |
| Returns for 10 years | 5.19 | 108.83 | 5% |
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