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LMBCX vs NAESX
LMBCX vs NAESX Comparison
Open Charts LMBCX vs NAESX
Franklin U.S. Small Cap Equity C
Price$11.14
Change-$0.41 (-3.55%)
VolumeN/A
Net Assets101.24M
Vanguard Small Cap Index I
Price$114.78
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
LMBCX vs NAESX Comparison Chart
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LMBCX vs. NAESX commentary
Feb 23, 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 LMBCX is a Buy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. LMBCX (101M). NAESX pays higher dividends than LMBCX: NAESX (1.31) vs LMBCX (0.00). LMBCX was incepted earlier than NAESX: LMBCX (16 years) vs NAESX (64 years). LMBCX is a more actively managed with annual turnover of: 34.00 vs. NAESX (12.00). LMBCX has a lower initial minimum investment than NAESX: LMBCX (1000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 11.22 vs. LMBCX (1.30). NAESX return over 5 years is better than : 44.30 vs. LMBCX (2.23).
| LMBCX | NAESX | LMBCX / 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 | -1.937 | -0.321 | 603% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 101M | 161B | 0% |
| Annual Yield % from dividends | 0.00 | 1.31 | - |
| Returns for 1 year | 1.30 | 11.22 | 12% |
| Returns for 3 years | 2.32 | 18.76 | 12% |
| Returns for 5 years | 2.23 | 44.30 | 5% |
| Returns for 10 years | -16.02 | 105.17 | -15% |
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