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LMSIX vs NAESX
LMSIX vs NAESX Comparison
Open Charts LMSIX vs NAESX
Franklin U.S. Small Cap Equity I
Price$16.01
Change+$0.05 (+0.31%)
VolumeN/A
Net Assets140.74M
Vanguard Small Cap Index I
Price$126.20
Change+$0.28 (+0.22%)
VolumeN/A
Net Assets163.34B
LMSIX vs NAESX Comparison Chart in %
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LMSIX vs. NAESX commentary
Dec 25, 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: 163B vs. LMSIX (141M). 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 : 14.11 vs. NAESX (8.22). NAESX return over 5 years is better than : 36.35 vs. LMSIX (19.86).
| 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 | 15.763 | 9.833 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141M | 163B | 0% |
| Annual Yield % from dividends | 0.50 | 1.21 | 41% |
| Returns for 1 year | 14.11 | 8.22 | 172% |
| Returns for 3 years | 42.55 | 44.83 | 95% |
| Returns for 5 years | 19.86 | 36.35 | 55% |
| Returns for 10 years | 35.24 | 143.16 | 25% |
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