LMBMX
Price
$13.28
Change
+$0.19 (+1.45%)
Updated
Jun 6 closing price
Net Assets
101.1M
NAESX
Price
$111.61
Change
+$1.26 (+1.14%)
Updated
Jun 6 closing price
Net Assets
147.56B
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LMBMX vs NAESX

Header iconLMBMX vs NAESX Comparison
Open Charts LMBMX vs NAESXBanner chart's image
Franklin U.S. Small Cap Equity IS
Price$13.28
Change+$0.19 (+1.45%)
VolumeN/A
Net Assets101.1M
Vanguard Small Cap Index I
Price$111.61
Change+$1.26 (+1.14%)
VolumeN/A
Net Assets147.56B
LMBMX vs NAESX Comparison Chart
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LMBMX vs. NAESX commentary
Jun 07, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. LMBMX (101M). 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 : 5.13 vs. LMBMX (1.82). NAESX return over 5 years is better than : 52.20 vs. LMBMX (27.10).
LMBMXNAESXLMBMX / NAESX
Total Expense Ratio0.750.17441%
Annual Report Gross Expense Ratio0.960.17565%
Fund Existence13 years65 years-
Gain YTD-1.505-4.08637%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets101M148B0%
Annual Yield % from dividends1.181.3587%
Returns for 1 year1.825.1336%
Returns for 3 years7.6616.6346%
Returns for 5 years27.1052.2052%
Returns for 10 years-2.4196.08-3%
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