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LMBAX vs NAESX
LMBAX vs NAESX Comparison
Open Charts LMBAX vs NAESX
Franklin U.S. Small Cap Equity A
Price$15.48
Change+$0.06 (+0.39%)
VolumeN/A
Net Assets118.12M
Vanguard Small Cap Index I
Price$122.29
Change-$0.07 (-0.06%)
VolumeN/A
Net Assets161.26B
LMBAX vs NAESX Comparison Chart in %
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LMBAX vs. NAESX commentary
Sep 18, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. LMBAX (118M). 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 : 12.47 vs. NAESX (9.72). NAESX return over 5 years is better than : 67.30 vs. LMBAX (45.08).
| LMBAX | NAESX | LMBAX / NAESX | |
| Total Expense Ratio | 1.30 | 0.17 | 765% |
| Annual Report Gross Expense Ratio | 1.41 | 0.17 | 829% |
| Fund Existence | 17 years | 65 years | - |
| Gain YTD | 15.940 | 6.425 | 248% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118M | 161B | 0% |
| Annual Yield % from dividends | 0.28 | 1.20 | 23% |
| Returns for 1 year | 12.47 | 9.72 | 128% |
| Returns for 3 years | 39.22 | 38.83 | 101% |
| Returns for 5 years | 45.08 | 67.30 | 67% |
| Returns for 10 years | 21.38 | 132.42 | 16% |
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