LMSIX
Price
$14.46
Change
+$0.07 (+0.49%)
Updated
Jul 25 closing price
Net Assets
106.91M
NAESX
Price
$118.17
Change
+$0.72 (+0.61%)
Updated
Jul 25 closing price
Net Assets
153.28B
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LMSIX vs NAESX

Header iconLMSIX vs NAESX Comparison
Open Charts LMSIX vs NAESXBanner chart's image
Franklin U.S. Small Cap Equity I
Price$14.46
Change+$0.07 (+0.49%)
VolumeN/A
Net Assets106.91M
Vanguard Small Cap Index I
Price$118.17
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
LMSIX vs NAESX Comparison Chart in %
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LMSIX vs. NAESX commentary
Jul 27, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. LMSIX (107M). NAESX pays higher dividends than LMSIX: NAESX (1.28) vs LMSIX (0.58). 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 annual gain was more profitable for investors over the last year : 8.46 vs. LMSIX (1.19). NAESX return over 5 years is better than : 66.66 vs. LMSIX (39.29).
LMSIXNAESXLMSIX / NAESX
Total Expense Ratio1.000.17588%
Annual Report Gross Expense Ratio1.090.17641%
Fund Existence25 years65 years-
Gain YTD4.5552.781164%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets107M153B0%
Annual Yield % from dividends0.581.2846%
Returns for 1 year1.198.4614%
Returns for 3 years25.9734.1576%
Returns for 5 years39.2966.6659%
Returns for 10 years8.11114.717%
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