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LMBAX vs NAESX
LMBAX vs NAESX Comparison
Open Charts LMBAX vs NAESX
Franklin U.S. Small Cap Equity A
Price$14.26
Change-$0.05 (-0.35%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$115.97
Change-$0.14 (-0.12%)
VolumeN/A
CapitalizationN/A
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LMBAX vs NAESX Comparison Chart
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LMBAX vs. NAESX commentary
Oct 18, 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 Buy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 152B vs. LMBAX (105M). 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). LMBAX (28.88) and NAESX (28.41) have marching annual gain over last year. NAESX return over 5 years is better than : 59.36 vs. LMBAX (28.92).
| 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 | 14.135 | 13.884 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 105M | 152B | 0% |
| Annual Yield % from dividends | 0.08 | 1.31 | 6% |
| Returns for 1 year | 28.88 | 28.41 | 102% |
| Returns for 3 years | -13.52 | 8.01 | -169% |
| Returns for 5 years | 28.92 | 59.36 | 49% |
| Returns for 10 years | 13.19 | 137.19 | 10% |
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