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LMBMX vs NAESX
LMBMX vs NAESX Comparison
Open Charts LMBMX vs NAESX
Franklin U.S. Small Cap Equity IS
Price$15.48
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets117.76M
Vanguard Small Cap Index I
Price$122.51
Change+$0.13 (+0.11%)
VolumeN/A
Net Assets161.26B
LMBMX vs NAESX Comparison Chart in %
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LMBMX vs. NAESX commentary
Sep 16, 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.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. LMBMX (118M). NAESX pays higher dividends than LMBMX: NAESX (1.20) vs LMBMX (0.66). 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). LMBMX annual gain was more profitable for investors over the last year : 14.24 vs. NAESX (11.09). NAESX return over 5 years is better than : 65.23 vs. LMBMX (47.30).
| LMBMX | NAESX | LMBMX / NAESX | |
| Total Expense Ratio | 0.75 | 0.17 | 441% |
| Annual Report Gross Expense Ratio | 0.96 | 0.17 | 565% |
| Fund Existence | 13 years | 65 years | - |
| Gain YTD | 16.178 | 6.442 | 251% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118M | 161B | 0% |
| Annual Yield % from dividends | 0.66 | 1.20 | 55% |
| Returns for 1 year | 14.24 | 11.09 | 128% |
| Returns for 3 years | 40.81 | 38.85 | 105% |
| Returns for 5 years | 47.30 | 65.23 | 73% |
| Returns for 10 years | 25.12 | 132.46 | 19% |
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