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LMBMX vs NAESX
LMBMX vs NAESX Comparison
Open Charts LMBMX vs NAESX
Franklin U.S. Small Cap Equity IS
Price$14.46
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets110.3M
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
LMBMX vs NAESX Comparison Chart in %
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LMBMX vs. NAESX commentary
Aug 19, 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 StrongBuy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. LMBMX (110M). NAESX pays higher dividends than LMBMX: NAESX (1.25) vs LMBMX (0.71). 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 (9.15) and LMBMX (9.08) have marching annual gain over last year. NAESX return over 5 years is better than : 57.53 vs. LMBMX (35.70).
| 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 | 8.804 | 2.494 | 353% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110M | 154B | 0% |
| Annual Yield % from dividends | 0.71 | 1.25 | 57% |
| Returns for 1 year | 9.08 | 9.15 | 99% |
| Returns for 3 years | 18.65 | 20.39 | 91% |
| Returns for 5 years | 35.70 | 57.53 | 62% |
| Returns for 10 years | 11.76 | 112.59 | 10% |
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