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LMBCX vs NAESX
LMBCX vs NAESX Comparison
Open Charts LMBCX vs NAESX
Franklin U.S. Small Cap Equity C
Price$11.84
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets106.43M
Vanguard Small Cap Index I
Price$115.17
Change-$0.19 (-0.16%)
VolumeN/A
Net Assets154.18B
LMBCX vs NAESX Comparison Chart in %
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LMBCX vs. NAESX commentary
Aug 08, 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: 154B vs. LMBCX (106M). 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 : 12.34 vs. LMBCX (8.73). NAESX return over 5 years is better than : 54.62 vs. LMBCX (18.40).
| 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 | 4.137 | 0.337 | 1,229% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106M | 154B | 0% |
| Annual Yield % from dividends | 0.00 | 1.25 | - |
| Returns for 1 year | 8.73 | 12.34 | 71% |
| Returns for 3 years | 13.43 | 22.72 | 59% |
| Returns for 5 years | 18.40 | 54.62 | 34% |
| Returns for 10 years | -9.05 | 107.61 | -8% |
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