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LMBMX vs NAESX
LMBMX vs NAESX Comparison
Open Charts LMBMX vs NAESX
Franklin U.S. Small Cap Equity IS
Price$15.44
Change-$0.13 (-0.83%)
VolumeN/A
Net Assets116.24M
Vanguard Small Cap Index I
Price$122.38
Change-$1.27 (-1.03%)
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 (116M). 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 : 17.00 vs. NAESX (13.21). NAESX return over 5 years is better than : 70.59 vs. LMBMX (52.51).
| 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 | 116M | 161B | 0% |
| Annual Yield % from dividends | 0.66 | 1.20 | 55% |
| Returns for 1 year | 17.00 | 13.21 | 129% |
| Returns for 3 years | 38.46 | 35.98 | 107% |
| Returns for 5 years | 52.51 | 70.59 | 74% |
| Returns for 10 years | 24.26 | 131.44 | 18% |
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