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LMBAX vs NAESX
LMBAX vs NAESX Comparison
Open Charts LMBAX vs NAESX
Franklin U.S. Small Cap Equity A
Price$13.06
Change-$0.48 (-3.55%)
VolumeN/A
Net Assets101.24M
Vanguard Small Cap Index I
Price$114.78
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
LMBAX vs NAESX Comparison Chart
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LMBAX vs. NAESX commentary
Feb 23, 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 LMBAX is a Buy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. LMBAX (101M). NAESX pays higher dividends than LMBAX: NAESX (1.31) vs LMBAX (0.08). LMBAX was incepted earlier than NAESX: LMBAX (16 years) vs NAESX (64 years). LMBAX is a more actively managed with annual turnover of: 34.00 vs. NAESX (12.00). LMBAX has a lower initial minimum investment than NAESX: LMBAX (1000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 11.22 vs. LMBAX (2.52). NAESX return over 5 years is better than : 44.30 vs. LMBAX (11.19).
| LMBAX | NAESX | LMBAX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 64 years | - |
| Gain YTD | -1.805 | -0.321 | 562% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 101M | 161B | 0% |
| Annual Yield % from dividends | 0.08 | 1.31 | 6% |
| Returns for 1 year | 2.52 | 11.22 | 22% |
| Returns for 3 years | 6.46 | 18.76 | 34% |
| Returns for 5 years | 11.19 | 44.30 | 25% |
| Returns for 10 years | -4.06 | 105.17 | -4% |
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