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LMBMX vs NAESX
LMBMX vs NAESX Comparison
Open Charts LMBMX vs NAESX
Franklin U.S. Small Cap Equity IS
Price$14.73
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$121.55
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
LMBMX vs NAESX Comparison Chart
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LMBMX vs. NAESX commentary
Nov 22, 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 StrongBuy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 151B vs. LMBMX (108M). 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 : 32.46 vs. LMBMX (29.03). NAESX return over 5 years is better than : 60.89 vs. LMBMX (30.52).
| 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 | 17.672 | 19.220 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108M | 151B | 0% |
| Annual Yield % from dividends | 0.45 | 1.31 | 34% |
| Returns for 1 year | 29.03 | 32.46 | 89% |
| Returns for 3 years | -12.57 | 10.58 | -119% |
| Returns for 5 years | 30.52 | 60.89 | 50% |
| Returns for 10 years | 7.45 | 126.07 | 6% |
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