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LMBCX vs NAESX
LMBCX vs NAESX Comparison
Open Charts LMBCX vs NAESX
Franklin U.S. Small Cap Equity C
Price$10.63
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets97.15M
Vanguard Small Cap Index I
Price$107.00
Change-$0.04 (-0.04%)
VolumeN/A
Net Assets139.54B
LMBCX vs NAESX Comparison Chart
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LMBCX vs. NAESX commentary
May 11, 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: 140B vs. LMBCX (97.1M). NAESX pays higher dividends than LMBCX: NAESX (1.43) vs LMBCX (0.51). LMBCX was incepted earlier than NAESX: LMBCX (16 years) vs NAESX (65 years). LMBCX (2.15) 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 : 0.34 vs. LMBCX (-5.22). NAESX return over 5 years is better than : 67.63 vs. LMBCX (24.78).
| LMBCX | NAESX | LMBCX / NAESX | |
| Total Expense Ratio | 2.08 | 0.17 | 1,224% |
| Annual Report Gross Expense Ratio | 2.15 | 0.17 | 1,265% |
| Fund Existence | 16 years | 65 years | - |
| Gain YTD | -6.426 | -6.997 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 97.1M | 140B | 0% |
| Annual Yield % from dividends | 0.51 | 1.43 | 36% |
| Returns for 1 year | -5.22 | 0.34 | -1,515% |
| Returns for 3 years | 7.35 | 22.70 | 32% |
| Returns for 5 years | 24.78 | 67.63 | 37% |
| Returns for 10 years | -20.29 | 91.04 | -22% |