LMBAX
Price
$13.38
Change
-$0.00 (-0.00%)
Updated
Apr 1, 6:59 PM EST
NAESX
Price
$108.57
Change
-$0.00 (-0.00%)
Updated
Apr 1, 6:59 PM EST
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Compare trend and price LMBAX vs NAESX

Header iconLMBAX vs NAESX Comparison
Open Charts LMBAX vs NAESXBanner chart's image
Franklin U.S. Small Cap Equity A
Price$13.38
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$108.57
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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LMBAX vs NAESX Comparison Chart

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VS
LMBAX vs. NAESX commentary
Apr 15, 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: 139B vs. LMBAX (99.4M). NAESX pays higher dividends than LMBAX: NAESX (1.31) vs LMBAX (0.08). LMBAX was incepted earlier than NAESX: LMBAX (15 years) vs NAESX (64 years). LMBAX (1.36) is less costly to investors than NAESX (0.17). 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 annual gain was more profitable for investors over the last year : 21.20 vs. NAESX (20.04). NAESX return over 5 years is better than : 48.23 vs. LMBAX (14.00).
LMBAXNAESXLMBAX / NAESX
Total Expense Ratio1.300.17765%
Annual Report Gross Expense Ratio1.360.17800%
Fund Existence15 years64 years-
Gain YTD6.2756.34299%
Front Load6%N/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRA250N/A-
Net Assets99.4M139B0%
Annual Yield % from dividends0.081.316%
Returns for 1 year21.2020.04106%
Returns for 3 years-16.765.23-320%
Returns for 5 years14.0048.2329%
Returns for 10 years-1.27112.66-1%
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