LMBMX
Price
$12.56
Change
-$0.00 (-0.00%)
Updated
Apr 22, 6:59 PM EST
NAESX
Price
$102.24
Change
-$0.00 (-0.00%)
Updated
Apr 22, 6:59 PM EST
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Compare predictions LMBMX vs NAESX

Header iconLMBMX vs NAESX Comparison
Open Charts LMBMX vs NAESXBanner chart's image
Franklin U.S. Small Cap Equity IS
Price$12.56
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$102.24
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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LMBMX vs NAESX Comparison Chart

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VS
LMBMX vs. NAESX commentary
Apr 24, 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 Hold and NAESX is a Buy.

FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 145B vs. LMBMX (92.5M). NAESX pays higher dividends than LMBMX: NAESX (1.31) vs LMBMX (0.45). LMBMX was incepted earlier than NAESX: LMBMX (12 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). LMBMX annual gain was more profitable for investors over the last year : 14.64 vs. NAESX (13.55). NAESX return over 5 years is better than : 37.04 vs. LMBMX (7.08).
LMBMXNAESXLMBMX / NAESX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence12 years64 years-
Gain YTD-0.0800.142-56%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets92.5M145B0%
Annual Yield % from dividends0.451.3134%
Returns for 1 year14.6413.55108%
Returns for 3 years-21.21-3.43619%
Returns for 5 years7.0837.0419%
Returns for 10 years-2.86103.88-3%
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