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LMBMX vs NAESX
LMBMX vs NAESX Comparison
Open Charts LMBMX vs NAESX
Franklin U.S. Small Cap Equity IS
Price$13.83
Change-$0.10 (-0.72%)
VolumeN/A
Net Assets107.68M
Vanguard Small Cap Index I
Price$120.41
Change-$0.59 (-0.49%)
VolumeN/A
Net Assets155.27B
LMBMX vs NAESX Comparison Chart
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LMBMX vs. NAESX commentary
Jan 23, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 155B 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 : 20.12 vs. LMBMX (11.97). NAESX return over 5 years is better than : 53.16 vs. LMBMX (20.07).
| 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 | 4.063 | 4.568 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108M | 155B | 0% |
| Annual Yield % from dividends | 0.45 | 1.31 | 34% |
| Returns for 1 year | 11.97 | 20.12 | 60% |
| Returns for 3 years | 14.94 | 24.44 | 61% |
| Returns for 5 years | 20.07 | 53.16 | 38% |
| Returns for 10 years | 8.64 | 124.93 | 7% |
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