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LGSCX vs NAESX
LGSCX vs NAESX Comparison
Open Charts LGSCX vs NAESX
Franklin U.S. Small Cap Equity FI
Price$12.44
Change+$0.07 (+0.57%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$116.25
Change+$1.25 (+1.09%)
VolumeN/A
CapitalizationN/A
LGSCX vs NAESX Comparison Chart
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LGSCX vs. NAESX commentary
Dec 24, 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 LGSCX is a Hold and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 167B vs. LGSCX (104M). NAESX pays higher dividends than LGSCX: NAESX (1.31) vs LGSCX (0.11). LGSCX was incepted earlier than NAESX: LGSCX (22 years) vs NAESX (64 years). LGSCX is a more actively managed with annual turnover of: 34.00 vs. NAESX (12.00). 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 : 14.50 vs. LGSCX (6.99). NAESX return over 5 years is better than : 47.90 vs. LGSCX (8.77).
| LGSCX | NAESX | LGSCX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 64 years | - |
| Gain YTD | 6.716 | 14.022 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 104M | 167B | 0% |
| Annual Yield % from dividends | 0.11 | 1.31 | 8% |
| Returns for 1 year | 6.99 | 14.50 | 48% |
| Returns for 3 years | -19.00 | 10.57 | -180% |
| Returns for 5 years | 8.77 | 47.90 | 18% |
| Returns for 10 years | -2.38 | 115.27 | -2% |
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