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LGSCX vs NAESX
LGSCX vs NAESX Comparison
Open Charts LGSCX vs NAESX
Franklin U.S. Small Cap Equity FI
Price$10.88
Change+$0.15 (+1.40%)
VolumeN/A
Net Assets90.69M
Vanguard Small Cap Index I
Price$100.96
Change+$1.49 (+1.50%)
VolumeN/A
Net Assets143.36B
LGSCX vs NAESX Comparison Chart
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LGSCX vs. NAESX commentary
Apr 25, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. LGSCX (90.7M). NAESX pays higher dividends than LGSCX: NAESX (1.39) vs LGSCX (0.86). LGSCX was incepted earlier than NAESX: LGSCX (22 years) vs NAESX (65 years). LGSCX (1.70) is less costly to investors than NAESX (0.17). LGSCX is a more actively managed with annual turnover of: 53.00 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 : -3.88 vs. LGSCX (-9.57). NAESX return over 5 years is better than : 69.04 vs. LGSCX (31.57).
| LGSCX | NAESX | LGSCX / NAESX | |
| Total Expense Ratio | 1.33 | 0.17 | 782% |
| Annual Report Gross Expense Ratio | 1.70 | 0.17 | 1,000% |
| Fund Existence | 22 years | 65 years | - |
| Gain YTD | -13.328 | -13.542 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 90.7M | 143B | 0% |
| Annual Yield % from dividends | 0.86 | 1.39 | 62% |
| Returns for 1 year | -9.57 | -3.88 | 247% |
| Returns for 3 years | -5.51 | 3.78 | -146% |
| Returns for 5 years | 31.57 | 69.04 | 46% |
| Returns for 10 years | -21.65 | 74.33 | -29% |
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