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LMBCX vs NAESX
LMBCX vs NAESX Comparison
Open Charts LMBCX vs NAESX
Franklin U.S. Small Cap Equity C
Price$11.71
Change-$0.14 (-1.18%)
VolumeN/A
Net Assets105.99M
Vanguard Small Cap Index I
Price$116.13
Change-$1.18 (-1.01%)
VolumeN/A
Net Assets153.28B
LMBCX vs NAESX Comparison Chart in %
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LMBCX vs. NAESX commentary
Jul 13, 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 Hold and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. LMBCX (106M). NAESX pays higher dividends than LMBCX: NAESX (1.28) vs LMBCX (0.00). LMBCX was incepted earlier than NAESX: LMBCX (16 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 : 8.75 vs. LMBCX (2.54). NAESX return over 5 years is better than : 68.85 vs. LMBCX (27.90).
| 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 | 16 years | 65 years | - |
| Gain YTD | 3.081 | 1.006 | 306% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106M | 153B | 0% |
| Annual Yield % from dividends | 0.00 | 1.28 | - |
| Returns for 1 year | 2.54 | 8.75 | 29% |
| Returns for 3 years | 24.12 | 37.57 | 64% |
| Returns for 5 years | 27.90 | 68.85 | 41% |
| Returns for 10 years | -13.22 | 104.46 | -13% |
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