Interact to see
Advertisement
Advertisement
LMBCX vs NAESX
LMBCX vs NAESX Comparison
Open Charts LMBCX vs NAESX
Franklin U.S. Small Cap Equity C
Price$12.82
Change+$0.04 (+0.31%)
VolumeN/A
Net Assets113.17M
Vanguard Small Cap Index I
Price$121.46
Change+$0.30 (+0.25%)
VolumeN/A
Net Assets154.18B
LMBCX vs NAESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LMBCX vs. NAESX commentary
Aug 29, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. LMBCX (113M). NAESX pays higher dividends than LMBCX: NAESX (1.25) vs LMBCX (0.00). LMBCX was incepted earlier than NAESX: LMBCX (17 years) vs NAESX (65 years). LMBCX (2.13) is less costly to investors than NAESX (0.17). LMBCX is a more actively managed with annual turnover of: 53.00 vs. NAESX (13.00). 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 : 9.99 vs. LMBCX (9.14). NAESX return over 5 years is better than : 60.61 vs. LMBCX (27.78).
| LMBCX | NAESX | LMBCX / NAESX | |
| Total Expense Ratio | 2.05 | 0.17 | 1,206% |
| Annual Report Gross Expense Ratio | 2.13 | 0.17 | 1,253% |
| Fund Existence | 17 years | 65 years | - |
| Gain YTD | 12.500 | 5.381 | 232% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113M | 154B | 0% |
| Annual Yield % from dividends | 0.00 | 1.25 | - |
| Returns for 1 year | 9.14 | 9.99 | 92% |
| Returns for 3 years | 23.84 | 32.16 | 74% |
| Returns for 5 years | 27.78 | 60.61 | 46% |
| Returns for 10 years | 3.81 | 130.39 | 3% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement