LMBAX
Price
$15.41
Change
-$0.13 (-0.84%)
Updated
Sep 12 closing price
Net Assets
116.24M
NAESX
Price
$122.38
Change
-$1.27 (-1.03%)
Updated
Sep 12 closing price
Net Assets
161.26B
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LMBAX vs NAESX

Header iconLMBAX vs NAESX Comparison
Open Charts LMBAX vs NAESXBanner chart's image
Franklin U.S. Small Cap Equity A
Price$15.41
Change-$0.13 (-0.84%)
VolumeN/A
Net Assets116.24M
Vanguard Small Cap Index I
Price$122.38
Change-$1.27 (-1.03%)
VolumeN/A
Net Assets161.26B
LMBAX vs NAESX Comparison Chart in %
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LMBAX vs. NAESX commentary
Sep 14, 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 Buy.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. LMBAX (116M). NAESX pays higher dividends than LMBAX: NAESX (1.20) vs LMBAX (0.28). 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). LMBAX annual gain was more profitable for investors over the last year : 16.47 vs. NAESX (13.21). NAESX return over 5 years is better than : 70.59 vs. LMBAX (49.27).
LMBAXNAESXLMBAX / NAESX
Total Expense Ratio1.300.17765%
Annual Report Gross Expense Ratio1.410.17829%
Fund Existence17 years65 years-
Gain YTD15.8656.442246%
Front Load6%N/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets116M161B0%
Annual Yield % from dividends0.281.2023%
Returns for 1 year16.4713.21125%
Returns for 3 years36.6935.98102%
Returns for 5 years49.2770.5970%
Returns for 10 years20.47131.4416%
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