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LMBAX vs NAESX
LMBAX vs NAESX Comparison
Open Charts LMBAX vs NAESX
Franklin U.S. Small Cap Equity A
Price$13.95
Change-$0.64 (-4.39%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$120.30
Change-$1.38 (-1.13%)
VolumeN/A
CapitalizationN/A
LMBAX vs NAESX Comparison Chart
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LMBAX vs. NAESX commentary
Dec 19, 2024
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: 167B vs. LMBAX (109M). 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 : 19.54 vs. LMBAX (14.04). NAESX return over 5 years is better than : 53.79 vs. LMBAX (16.34).
| 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 | 11.590 | 17.994 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109M | 167B | 0% |
| Annual Yield % from dividends | 0.08 | 1.31 | 6% |
| Returns for 1 year | 14.04 | 19.54 | 72% |
| Returns for 3 years | -12.46 | 15.71 | -79% |
| Returns for 5 years | 16.34 | 53.79 | 30% |
| Returns for 10 years | 7.01 | 124.30 | 6% |
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