Interact to see
Advertisement
Advertisement
LMSIX vs NAESX
LMSIX vs NAESX Comparison
Open Charts LMSIX vs NAESX
Franklin U.S. Small Cap Equity I
Price$14.51
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets106.43M
Vanguard Small Cap Index I
Price$115.17
Change-$0.19 (-0.16%)
VolumeN/A
Net Assets154.18B
LMSIX vs NAESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LMSIX vs. NAESX commentary
Aug 08, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. LMSIX (106M). 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). NAESX annual gain was more profitable for investors over the last year : 12.34 vs. LMSIX (10.55). NAESX return over 5 years is better than : 54.62 vs. LMSIX (31.99).
| 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 | 4.845 | 0.337 | 1,440% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106M | 154B | 0% |
| Annual Yield % from dividends | 0.57 | 1.25 | 46% |
| Returns for 1 year | 10.55 | 12.34 | 86% |
| Returns for 3 years | 19.19 | 22.72 | 84% |
| Returns for 5 years | 31.99 | 54.62 | 59% |
| Returns for 10 years | 8.17 | 107.61 | 8% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers