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LMBAX vs NAESX
LMBAX vs NAESX Comparison
Open Charts LMBAX vs NAESX
Franklin U.S. Small Cap Equity A
Price$13.87
Change+$0.29 (+2.14%)
VolumeN/A
Net Assets103.88M
Vanguard Small Cap Index I
Price$115.62
Change+$1.76 (+1.55%)
VolumeN/A
Net Assets153.28B
LMBAX vs NAESX Comparison Chart in %
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LMBAX vs. NAESX commentary
Aug 05, 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 Hold and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. LMBAX (104M). NAESX pays higher dividends than LMBAX: NAESX (1.25) vs LMBAX (0.30). LMBAX was incepted earlier than NAESX: LMBAX (17 years) vs NAESX (65 years). LMBAX (1.41) is less costly to investors than NAESX (0.17). LMBAX is a more actively managed with annual turnover of: 53.00 vs. NAESX (13.00). 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 : 7.85 vs. LMBAX (3.97). NAESX return over 5 years is better than : 53.40 vs. LMBAX (26.71).
| LMBAX | NAESX | LMBAX / NAESX | |
| Total Expense Ratio | 1.30 | 0.17 | 765% |
| Annual Report Gross Expense Ratio | 1.41 | 0.17 | 829% |
| Fund Existence | 17 years | 65 years | - |
| Gain YTD | 2.105 | -0.968 | -217% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 104M | 153B | 0% |
| Annual Yield % from dividends | 0.30 | 1.25 | 24% |
| Returns for 1 year | 3.97 | 7.85 | 51% |
| Returns for 3 years | 15.68 | 22.16 | 71% |
| Returns for 5 years | 26.71 | 53.40 | 50% |
| Returns for 10 years | 2.63 | 107.68 | 2% |
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