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LMBMX vs NAESX
LMBMX vs NAESX Comparison
Open Charts LMBMX vs NAESX
Franklin U.S. Small Cap Equity IS
Price$13.36
Change+$0.08 (+0.60%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$116.25
Change+$1.25 (+1.09%)
VolumeN/A
CapitalizationN/A
LMBMX vs NAESX Comparison Chart
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LMBMX vs. NAESX commentary
Dec 24, 2024
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 Hold and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 167B vs. LMBMX (104M). 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 : 14.50 vs. LMBMX (7.82). NAESX return over 5 years is better than : 47.90 vs. LMBMX (13.80).
| 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 | 7.479 | 14.022 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 104M | 167B | 0% |
| Annual Yield % from dividends | 0.45 | 1.31 | 34% |
| Returns for 1 year | 7.82 | 14.50 | 54% |
| Returns for 3 years | -16.20 | 10.57 | -153% |
| Returns for 5 years | 13.80 | 47.90 | 29% |
| Returns for 10 years | 5.19 | 115.27 | 5% |
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