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LMBMX vs NAESX
LMBMX vs NAESX Comparison
Open Charts LMBMX vs NAESX
Franklin U.S. Small Cap Equity IS
Price$13.05
Change-$0.48 (-3.55%)
VolumeN/A
Net Assets101.24M
Vanguard Small Cap Index I
Price$114.78
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
LMBMX vs NAESX Comparison Chart
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LMBMX vs. NAESX commentary
Feb 23, 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 LMBMX is a Buy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. LMBMX (101M). NAESX pays higher dividends than LMBMX: NAESX (1.31) vs LMBMX (0.45). LMBMX was incepted earlier than NAESX: LMBMX (13 years) vs NAESX (64 years). LMBMX is a more actively managed with annual turnover of: 34.00 vs. NAESX (12.00). NAESX has a lower initial minimum investment than LMBMX: NAESX (3000) vs LMBMX (1000000). NAESX annual gain was more profitable for investors over the last year : 11.22 vs. LMBMX (2.94). NAESX return over 5 years is better than : 44.30 vs. LMBMX (13.48).
| LMBMX | NAESX | LMBMX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 64 years | - |
| Gain YTD | -1.806 | -0.321 | 562% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 101M | 161B | 0% |
| Annual Yield % from dividends | 0.45 | 1.31 | 34% |
| Returns for 1 year | 2.94 | 11.22 | 26% |
| Returns for 3 years | 7.85 | 18.76 | 42% |
| Returns for 5 years | 13.48 | 44.30 | 30% |
| Returns for 10 years | -1.17 | 105.17 | -1% |
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