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LMBMX vs NAESX
LMBMX vs NAESX Comparison
Open Charts LMBMX vs NAESX
Franklin U.S. Small Cap Equity IS
Price$15.20
Change+$0.40 (+2.70%)
VolumeN/A
Net Assets117.61M
Vanguard Small Cap Index I
Price$118.49
Change+$2.86 (+2.47%)
VolumeN/A
Net Assets161.58B
LMBMX vs NAESX Comparison Chart in %
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LMBMX vs. NAESX commentary
Nov 22, 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: 162B vs. LMBMX (118M). NAESX pays higher dividends than LMBMX: NAESX (1.22) vs LMBMX (0.63). LMBMX was incepted earlier than NAESX: LMBMX (14 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 : 1.18 vs. NAESX (-4.59). NAESX return over 5 years is better than : 36.89 vs. LMBMX (23.55).
| LMBMX | NAESX | LMBMX / NAESX | |
| Total Expense Ratio | 0.75 | 0.17 | 441% |
| Annual Report Gross Expense Ratio | 0.96 | 0.17 | 565% |
| Fund Existence | 14 years | 65 years | - |
| Gain YTD | 11.362 | 0.634 | 1,792% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118M | 162B | 0% |
| Annual Yield % from dividends | 0.63 | 1.22 | 52% |
| Returns for 1 year | 1.18 | -4.59 | -26% |
| Returns for 3 years | 27.37 | 26.44 | 104% |
| Returns for 5 years | 23.55 | 36.89 | 64% |
| Returns for 10 years | 17.32 | 116.18 | 15% |
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