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LMSIX vs NAESX
LMSIX vs NAESX Comparison
Open Charts LMSIX vs NAESX
Franklin U.S. Small Cap Equity I
Price$14.03
Change+$0.14 (+1.01%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$116.87
Change+$0.97 (+0.84%)
VolumeN/A
CapitalizationN/A
LMSIX vs NAESX Comparison Chart
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LMSIX vs. NAESX commentary
Dec 25, 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 LMSIX is a Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 167B vs. LMSIX (103M). NAESX pays higher dividends than LMSIX: NAESX (1.31) vs LMSIX (0.33). LMSIX was incepted earlier than NAESX: LMSIX (25 years) vs NAESX (64 years). LMSIX is a more actively managed with annual turnover of: 34.00 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 : 14.57 vs. LMSIX (8.13). NAESX return over 5 years is better than : 49.05 vs. LMSIX (15.02).
| LMSIX | NAESX | LMSIX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 64 years | - |
| Gain YTD | 8.382 | 14.724 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103M | 167B | 0% |
| Annual Yield % from dividends | 0.33 | 1.31 | 25% |
| Returns for 1 year | 8.13 | 14.57 | 56% |
| Returns for 3 years | 1.51 | 9.94 | 15% |
| Returns for 5 years | 15.02 | 49.05 | 31% |
| Returns for 10 years | 6.19 | 115.02 | 5% |
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