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LMBAX vs NAESX
LMBAX vs NAESX Comparison
Open Charts LMBAX vs NAESX
Franklin U.S. Small Cap Equity A
Price$11.70
Change+$0.17 (+1.47%)
VolumeN/A
Net Assets90.69M
Vanguard Small Cap Index I
Price$100.96
Change+$1.49 (+1.50%)
VolumeN/A
Net Assets143.36B
LMBAX vs NAESX Comparison Chart
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LMBAX vs. NAESX commentary
Apr 24, 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.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. LMBAX (90.7M). 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 : -3.88 vs. LMBAX (-9.35). NAESX return over 5 years is better than : 69.04 vs. LMBAX (34.67).
| 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 | -13.308 | -13.542 | 98% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 90.7M | 143B | 0% |
| Annual Yield % from dividends | 0.77 | 1.39 | 55% |
| Returns for 1 year | -9.35 | -3.88 | 241% |
| Returns for 3 years | -4.78 | 3.78 | -127% |
| Returns for 5 years | 34.67 | 69.04 | 50% |
| Returns for 10 years | -18.12 | 74.33 | -24% |
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