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LMSIX vs NAESX
LMSIX vs NAESX Comparison
Open Charts LMSIX vs NAESX
Franklin U.S. Small Cap Equity I
Price$16.53
Change+$0.46 (+2.86%)
VolumeN/A
Net Assets124.29M
Vanguard Small Cap Index I
Price$130.40
Change+$7.85 (+6.41%)
VolumeN/A
Net Assets162.31B
LMSIX vs NAESX Comparison Chart in %
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LMSIX vs. NAESX commentary
Feb 04, 2026
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: 162B vs. LMSIX (124M). NAESX pays higher dividends than LMSIX: NAESX (1.16) vs LMSIX (0.32). 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 : 17.96 vs. NAESX (10.68). NAESX return over 5 years is better than : 31.77 vs. LMSIX (10.83).
| 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 | 5.691 | 5.519 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124M | 162B | 0% |
| Annual Yield % from dividends | 0.32 | 1.16 | 28% |
| Returns for 1 year | 17.96 | 10.68 | 168% |
| Returns for 3 years | 32.64 | 33.00 | 99% |
| Returns for 5 years | 10.83 | 31.77 | 34% |
| Returns for 10 years | 64.31 | 185.98 | 35% |
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