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LMSIX vs NAESX
LMSIX vs NAESX Comparison
Open Charts LMSIX vs NAESX
Franklin U.S. Small Cap Equity I
Price$15.05
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets110.3M
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
LMSIX vs NAESX Comparison Chart in %
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LMSIX vs. NAESX commentary
Aug 18, 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 LMSIX is a StrongBuy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. LMSIX (110M). NAESX pays higher dividends than LMSIX: NAESX (1.25) vs LMSIX (0.57). LMSIX was incepted earlier than NAESX: LMSIX (25 years) vs NAESX (65 years). LMSIX (1.09) is less costly to investors than NAESX (0.17). LMSIX is a more actively managed with annual turnover of: 53.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than LMSIX: NAESX (3000) vs LMSIX (1000000). NAESX (9.15) and LMSIX (9.12) have marching annual gain over last year. NAESX return over 5 years is better than : 57.53 vs. LMSIX (36.27).
| LMSIX | NAESX | LMSIX / NAESX | |
| Total Expense Ratio | 1.00 | 0.17 | 588% |
| Annual Report Gross Expense Ratio | 1.09 | 0.17 | 641% |
| Fund Existence | 25 years | 65 years | - |
| Gain YTD | 8.821 | 2.494 | 354% |
| 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 | 0.57 | 1.25 | 46% |
| Returns for 1 year | 9.12 | 9.15 | 100% |
| Returns for 3 years | 18.72 | 20.39 | 92% |
| Returns for 5 years | 36.27 | 57.53 | 63% |
| Returns for 10 years | 13.09 | 112.59 | 12% |
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