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LMSIX vs NAESX
LMSIX vs NAESX Comparison
Open Charts LMSIX vs NAESX
Franklin U.S. Small Cap Equity I
Price$15.73
Change+$0.05 (+0.32%)
VolumeN/A
Net Assets113.17M
Vanguard Small Cap Index I
Price$121.46
Change+$0.30 (+0.25%)
VolumeN/A
Net Assets154.18B
LMSIX vs NAESX Comparison Chart in %
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LMSIX vs. NAESX commentary
Aug 29, 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 LMSIX is a Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. LMSIX (113M). NAESX pays higher dividends than LMSIX: NAESX (1.25) vs LMSIX (0.57). LMSIX was incepted earlier than NAESX: LMSIX (25 years) vs NAESX (65 years). LMSIX (1.09) is less costly to investors than NAESX (0.17). LMSIX is a more actively managed with annual turnover of: 53.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than LMSIX: NAESX (3000) vs LMSIX (1000000). LMSIX annual gain was more profitable for investors over the last year : 11.04 vs. NAESX (9.99). NAESX return over 5 years is better than : 60.61 vs. LMSIX (42.48).
| LMSIX | NAESX | LMSIX / NAESX | |
| Total Expense Ratio | 1.00 | 0.17 | 588% |
| Annual Report Gross Expense Ratio | 1.09 | 0.17 | 641% |
| Fund Existence | 25 years | 65 years | - |
| Gain YTD | 13.377 | 5.381 | 249% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113M | 154B | 0% |
| Annual Yield % from dividends | 0.57 | 1.25 | 46% |
| Returns for 1 year | 11.04 | 9.99 | 111% |
| Returns for 3 years | 30.15 | 32.16 | 94% |
| Returns for 5 years | 42.48 | 60.61 | 70% |
| Returns for 10 years | 23.55 | 130.39 | 18% |
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