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LMBMX vs NAESX
LMBMX vs NAESX Comparison
Open Charts LMBMX vs NAESX
Franklin U.S. Small Cap Equity IS
Price$11.60
Change-$0.80 (-6.45%)
VolumeN/A
Net Assets97.8M
Vanguard Small Cap Index I
Price$101.10
Change-$7.24 (-6.68%)
VolumeN/A
Net Assets153.45B
LMBMX vs NAESX Comparison Chart
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LMBMX vs. NAESX commentary
Apr 04, 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 Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. LMBMX (97.8M). NAESX pays higher dividends than LMBMX: NAESX (1.39) vs LMBMX (1.24). LMBMX was incepted earlier than NAESX: LMBMX (13 years) vs NAESX (65 years). LMBMX (0.97) is less costly to investors than NAESX (0.17). LMBMX is a more actively managed with annual turnover of: 53.00 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 : 1.18 vs. LMBMX (-5.29). NAESX return over 5 years is better than : 115.68 vs. LMBMX (76.09).
| LMBMX | NAESX | LMBMX / NAESX | |
| Total Expense Ratio | 0.78 | 0.17 | 459% |
| Annual Report Gross Expense Ratio | 0.97 | 0.17 | 571% |
| Fund Existence | 13 years | 65 years | - |
| Gain YTD | -6.697 | -5.833 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 97.8M | 153B | 0% |
| Annual Yield % from dividends | 1.24 | 1.39 | 89% |
| Returns for 1 year | -5.29 | 1.18 | -450% |
| Returns for 3 years | -2.61 | 6.44 | -41% |
| Returns for 5 years | 76.09 | 115.68 | 66% |
| Returns for 10 years | -8.46 | 90.61 | -9% |
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