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LMSIX vs NAESX
LMSIX vs NAESX Comparison
Open Charts LMSIX vs NAESX
Franklin U.S. Small Cap Equity I
Price$16.74
Change+$0.22 (+1.33%)
VolumeN/A
Net Assets128.36M
Vanguard Small Cap Index I
Price$124.04
Change+$1.27 (+1.03%)
VolumeN/A
Net Assets161.58B
LMSIX vs NAESX Comparison Chart in %
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LMSIX vs. NAESX commentary
Dec 04, 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 Hold and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. LMSIX (128M). NAESX pays higher dividends than LMSIX: NAESX (1.21) vs LMSIX (0.50). 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). LMSIX annual gain was more profitable for investors over the last year : 5.16 vs. NAESX (-0.86). NAESX return over 5 years is better than : 40.97 vs. LMSIX (27.62).
| 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 | 19.017 | 7.092 | 268% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128M | 162B | 0% |
| Annual Yield % from dividends | 0.50 | 1.21 | 41% |
| Returns for 1 year | 5.16 | -0.86 | -599% |
| Returns for 3 years | 34.54 | 32.07 | 108% |
| Returns for 5 years | 27.62 | 40.97 | 67% |
| Returns for 10 years | 27.28 | 131.34 | 21% |
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