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LMBAX vs NAESX
LMBAX vs NAESX Comparison
Open Charts LMBAX vs NAESX
Franklin U.S. Small Cap Equity A
Price$13.54
Change+$0.04 (+0.30%)
VolumeN/A
Net Assets104.53M
Vanguard Small Cap Index I
Price$113.74
Change+$0.20 (+0.18%)
VolumeN/A
Net Assets147.56B
LMBAX vs NAESX Comparison Chart in %
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LMBAX vs. NAESX commentary
Jun 30, 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: 148B vs. LMBAX (105M). NAESX pays higher dividends than LMBAX: NAESX (1.35) vs LMBAX (0.73). LMBAX was incepted earlier than NAESX: LMBAX (16 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). NAESX annual gain was more profitable for investors over the last year : 9.10 vs. LMBAX (5.60). NAESX return over 5 years is better than : 71.12 vs. LMBAX (41.12).
| LMBAX | NAESX | LMBAX / NAESX | |
| Total Expense Ratio | 1.30 | 0.17 | 765% |
| Annual Report Gross Expense Ratio | 1.41 | 0.17 | 829% |
| Fund Existence | 16 years | 65 years | - |
| Gain YTD | 1.805 | -1.139 | -158% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 105M | 148B | 0% |
| Annual Yield % from dividends | 0.73 | 1.35 | 54% |
| Returns for 1 year | 5.60 | 9.10 | 61% |
| Returns for 3 years | 26.31 | 33.44 | 79% |
| Returns for 5 years | 41.12 | 71.12 | 58% |
| Returns for 10 years | -1.31 | 102.90 | -1% |
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