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LMSIX vs NAESX
LMSIX vs NAESX Comparison
Open Charts LMSIX vs NAESX
Franklin U.S. Small Cap Equity I
Price$12.18
Change+$0.18 (+1.50%)
VolumeN/A
Net Assets90.69M
Vanguard Small Cap Index I
Price$100.96
Change+$1.49 (+1.50%)
VolumeN/A
Net Assets143.36B
LMSIX vs NAESX Comparison Chart
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LMSIX vs. NAESX commentary
Apr 24, 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: 143B vs. LMSIX (90.7M). 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 : -4.88 vs. LMSIX (-9.63). NAESX return over 5 years is better than : 67.28 vs. LMSIX (36.62).
| 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 | -15.546 | -15.733 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 90.7M | 143B | 0% |
| Annual Yield % from dividends | 1.06 | 1.39 | 76% |
| Returns for 1 year | -9.63 | -4.88 | 197% |
| Returns for 3 years | -6.17 | 1.15 | -535% |
| Returns for 5 years | 36.62 | 67.28 | 54% |
| Returns for 10 years | -16.93 | 69.91 | -24% |
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