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LMSIX vs NAESX
LMSIX vs NAESX Comparison
Open Charts LMSIX vs NAESX
Franklin U.S. Small Cap Equity I
Price$12.91
Change+$0.20 (+1.57%)
VolumeN/A
Net Assets96.47M
Vanguard Small Cap Index I
Price$108.34
Change+$1.71 (+1.60%)
VolumeN/A
Net Assets153.45B
LMSIX vs NAESX Comparison Chart
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LMSIX 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 LMSIX is a Buy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. LMSIX (96.5M). NAESX pays higher dividends than LMSIX: NAESX (1.39) vs LMSIX (1.06). LMSIX was incepted earlier than NAESX: LMSIX (25 years) vs NAESX (65 years). LMSIX (1.18) is less costly to investors than NAESX (0.17). LMSIX is a more actively managed with annual turnover of: 53.00 vs. NAESX (12.00). NAESX has a lower initial minimum investment than LMSIX: NAESX (3000) vs LMSIX (1000000). NAESX annual gain was more profitable for investors over the last year : -0.01 vs. LMSIX (-6.12). NAESX return over 5 years is better than : 112.27 vs. LMSIX (74.18).
| LMSIX | NAESX | LMSIX / NAESX | |
| Total Expense Ratio | 1.03 | 0.17 | 606% |
| Annual Report Gross Expense Ratio | 1.18 | 0.17 | 694% |
| Fund Existence | 25 years | 65 years | - |
| Gain YTD | -8.098 | -7.319 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.5M | 153B | 0% |
| Annual Yield % from dividends | 1.06 | 1.39 | 76% |
| Returns for 1 year | -6.12 | -0.01 | 52,200% |
| Returns for 3 years | -4.09 | 4.92 | -83% |
| Returns for 5 years | 74.18 | 112.27 | 66% |
| Returns for 10 years | -8.41 | 88.79 | -9% |
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