LMBMX
Price
$13.56
Change
+$0.05 (+0.37%)
Updated
Jun 27 closing price
Net Assets
104.53M
NAESX
Price
$113.74
Change
+$0.20 (+0.18%)
Updated
Jun 27 closing price
Net Assets
147.56B
Interact to see
Advertisement

LMBMX vs NAESX

Header iconLMBMX vs NAESX Comparison
Open Charts LMBMX vs NAESXBanner chart's image
Franklin U.S. Small Cap Equity IS
Price$13.56
Change+$0.05 (+0.37%)
VolumeN/A
Net Assets104.53M
Vanguard Small Cap Index I
Price$113.74
Change+$0.20 (+0.18%)
VolumeN/A
Net Assets147.56B
LMBMX vs NAESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
LMBMX vs. NAESX commentary
Jun 29, 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 Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. LMBMX (105M). NAESX pays higher dividends than LMBMX: NAESX (1.35) vs LMBMX (1.18). LMBMX was incepted earlier than NAESX: LMBMX (13 years) vs NAESX (65 years). LMBMX (0.96) is less costly to investors than NAESX (0.17). LMBMX is a more actively managed with annual turnover of: 53.00 vs. NAESX (13.00). 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 : 9.10 vs. LMBMX (6.10). NAESX return over 5 years is better than : 71.12 vs. LMBMX (44.26).
LMBMXNAESXLMBMX / NAESX
Total Expense Ratio0.750.17441%
Annual Report Gross Expense Ratio0.960.17565%
Fund Existence13 years65 years-
Gain YTD2.032-1.139-178%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets105M148B0%
Annual Yield % from dividends1.181.3587%
Returns for 1 year6.109.1067%
Returns for 3 years28.0033.4484%
Returns for 5 years44.2671.1262%
Returns for 10 years1.81102.902%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
AVSU68.220.37
+0.54%
Avantis Responsible US Equity ETF
ESGV108.960.50
+0.46%
Vanguard ESG US Stock ETF
SIXJ31.810.13
+0.42%
AllianzIM US Lrg Cp 6M Bfr10 Jan/Jul ETF
IBDX25.22N/A
N/A
iShares iBonds Dec 2032 Term Corp ETF
MEM32.52-0.09
-0.26%
Matthews Emerging Markets Eq Actv ETF