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LMSIX vs NAESX
LMSIX vs NAESX Comparison
Open Charts LMSIX vs NAESX
Franklin U.S. Small Cap Equity I
Price$15.85
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets116.26M
Vanguard Small Cap Index I
Price$122.59
Change+$0.15 (+0.12%)
VolumeN/A
Net Assets161.26B
LMSIX vs NAESX Comparison Chart in %
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LMSIX vs. NAESX commentary
Sep 09, 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 Buy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. LMSIX (116M). NAESX pays higher dividends than LMSIX: NAESX (1.20) vs LMSIX (0.53). LMSIX was incepted earlier than NAESX: LMSIX (26 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 (15.53) and LMSIX (15.41) have marching annual gain over last year. NAESX return over 5 years is better than : 68.06 vs. LMSIX (48.05).
| LMSIX | NAESX | LMSIX / NAESX | |
| Total Expense Ratio | 1.00 | 0.17 | 588% |
| Annual Report Gross Expense Ratio | 1.09 | 0.17 | 641% |
| Fund Existence | 26 years | 65 years | - |
| Gain YTD | 14.678 | 6.625 | 222% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116M | 161B | 0% |
| Annual Yield % from dividends | 0.53 | 1.20 | 44% |
| Returns for 1 year | 15.41 | 15.53 | 99% |
| Returns for 3 years | 39.00 | 32.39 | 120% |
| Returns for 5 years | 48.05 | 68.06 | 71% |
| Returns for 10 years | 24.78 | 133.63 | 19% |
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