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LMBMX vs NAESX
LMBMX vs NAESX Comparison
Open Charts LMBMX vs NAESX
Franklin U.S. Small Cap Equity IS
Price$13.05
Change-$0.27 (-2.03%)
VolumeN/A
Net Assets102.88M
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
LMBMX vs NAESX Comparison Chart
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LMBMX vs. NAESX commentary
Jun 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 LMBMX is a Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. LMBMX (103M). NAESX pays higher dividends than LMBMX: NAESX (1.35) vs LMBMX (1.18). 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 : 5.19 vs. LMBMX (1.95). NAESX return over 5 years is better than : 63.19 vs. LMBMX (38.47).
| 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 | -1.806 | -4.390 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103M | 148B | 0% |
| Annual Yield % from dividends | 1.18 | 1.35 | 87% |
| Returns for 1 year | 1.95 | 5.19 | 38% |
| Returns for 3 years | 20.76 | 31.28 | 66% |
| Returns for 5 years | 38.47 | 63.19 | 61% |
| Returns for 10 years | -4.14 | 92.88 | -4% |
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