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LMBAX vs NAESX
LMBAX vs NAESX Comparison
Open Charts LMBAX vs NAESX
Franklin U.S. Small Cap Equity A
Price$11.61
Change-$0.80 (-6.45%)
VolumeN/A
Net Assets97.8M
Vanguard Small Cap Index I
Price$101.10
Change-$7.24 (-6.68%)
VolumeN/A
Net Assets153.45B
LMBAX vs NAESX Comparison Chart
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LMBAX vs. NAESX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. LMBAX (97.8M). NAESX pays higher dividends than LMBAX: NAESX (1.39) vs LMBAX (0.77). LMBAX was incepted earlier than NAESX: LMBAX (16 years) vs NAESX (65 years). LMBAX (1.47) is less costly to investors than NAESX (0.17). LMBAX is a more actively managed with annual turnover of: 53.00 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 : 1.18 vs. LMBAX (-5.60). NAESX return over 5 years is better than : 115.68 vs. LMBAX (72.60).
| LMBAX | NAESX | LMBAX / NAESX | |
| Total Expense Ratio | 1.33 | 0.17 | 782% |
| Annual Report Gross Expense Ratio | 1.47 | 0.17 | 865% |
| Fund Existence | 16 years | 65 years | - |
| Gain YTD | -6.692 | -5.833 | 115% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 97.8M | 153B | 0% |
| Annual Yield % from dividends | 0.77 | 1.39 | 55% |
| Returns for 1 year | -5.60 | 1.18 | -477% |
| Returns for 3 years | -3.80 | 6.44 | -59% |
| Returns for 5 years | 72.60 | 115.68 | 63% |
| Returns for 10 years | -11.13 | 90.61 | -12% |
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