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LMSIX vs NAESX
LMSIX vs NAESX Comparison
Open Charts LMSIX vs NAESX
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.
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).
| LMSIX | NAESX | LMSIX / NAESX | |
| Total Expense Ratio | 1.00 | 0.17 | 588% |
| Annual Report Gross Expense Ratio | 1.09 | 0.17 | 641% |
| Fund Existence | 25 years | 65 years | - |
| Gain YTD | 4.555 | 2.781 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107M | 153B | 0% |
| Annual Yield % from dividends | 0.58 | 1.28 | 46% |
| Returns for 1 year | 1.19 | 8.46 | 14% |
| Returns for 3 years | 25.97 | 34.15 | 76% |
| Returns for 5 years | 39.29 | 66.66 | 59% |
| Returns for 10 years | 8.11 | 114.71 | 7% |
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