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LMBCX vs NAESX
LMBCX vs NAESX Comparison
Open Charts LMBCX vs NAESX
Franklin U.S. Small Cap Equity C
Price$13.04
Change-$0.17 (-1.29%)
VolumeN/A
Net Assets122.4M
Vanguard Small Cap Index I
Price$122.49
Change-$1.24 (-1.00%)
VolumeN/A
Net Assets162.36B
LMBCX vs NAESX Comparison Chart in %
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LMBCX vs. NAESX commentary
Oct 09, 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: 162B vs. LMBCX (122M). NAESX pays higher dividends than LMBCX: NAESX (1.23) 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). LMBCX annual gain was more profitable for investors over the last year : 11.76 vs. NAESX (10.42). NAESX return over 5 years is better than : 58.94 vs. LMBCX (26.42).
| 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 | 16.285 | 7.684 | 212% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122M | 162B | 0% |
| Annual Yield % from dividends | 0.00 | 1.23 | - |
| Returns for 1 year | 11.76 | 10.42 | 113% |
| Returns for 3 years | 41.21 | 48.54 | 85% |
| Returns for 5 years | 26.42 | 58.94 | 45% |
| Returns for 10 years | 7.39 | 133.72 | 6% |
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