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LGSCX vs NAESX
LGSCX vs NAESX Comparison
Open Charts LGSCX vs NAESX
Franklin U.S. Small Cap Equity FI
Price$13.43
Change-$0.02 (-0.15%)
VolumeN/A
Net Assets110.52M
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
LGSCX vs NAESX Comparison Chart in %
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LGSCX vs. NAESX commentary
Aug 17, 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 LGSCX is a Buy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. LGSCX (111M). NAESX pays higher dividends than LGSCX: NAESX (1.25) vs LGSCX (0.35). LGSCX was incepted earlier than NAESX: LGSCX (23 years) vs NAESX (65 years). LGSCX (1.62) is less costly to investors than NAESX (0.17). LGSCX is a more actively managed with annual turnover of: 53.00 vs. NAESX (13.00). LGSCX has a lower initial minimum investment than NAESX: LGSCX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 9.15 vs. LGSCX (8.58). NAESX return over 5 years is better than : 57.53 vs. LGSCX (29.98).
| LGSCX | NAESX | LGSCX / NAESX | |
| Total Expense Ratio | 1.30 | 0.17 | 765% |
| Annual Report Gross Expense Ratio | 1.62 | 0.17 | 953% |
| Fund Existence | 23 years | 65 years | - |
| Gain YTD | 8.643 | 2.494 | 347% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111M | 154B | 0% |
| Annual Yield % from dividends | 0.35 | 1.25 | 28% |
| Returns for 1 year | 8.58 | 9.15 | 94% |
| Returns for 3 years | 16.51 | 20.39 | 81% |
| Returns for 5 years | 29.98 | 57.53 | 52% |
| Returns for 10 years | 3.87 | 112.59 | 3% |
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