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LGSCX vs NAESX
LGSCX vs NAESX Comparison
Open Charts LGSCX vs NAESX
Franklin U.S. Small Cap Equity FI
Price$10.79
Change-$0.75 (-6.50%)
VolumeN/A
Net Assets97.8M
Vanguard Small Cap Index I
Price$101.10
Change-$7.24 (-6.68%)
VolumeN/A
Net Assets153.45B
LGSCX vs NAESX Comparison Chart
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LGSCX vs. NAESX commentary
Apr 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. LGSCX (97.8M). 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 : 1.18 vs. LGSCX (-5.89). NAESX return over 5 years is better than : 115.68 vs. LGSCX (68.50).
| 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 | -6.785 | -5.833 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 97.8M | 153B | 0% |
| Annual Yield % from dividends | 0.86 | 1.39 | 62% |
| Returns for 1 year | -5.89 | 1.18 | -501% |
| Returns for 3 years | -4.61 | 6.44 | -71% |
| Returns for 5 years | 68.50 | 115.68 | 59% |
| Returns for 10 years | -15.00 | 90.61 | -17% |
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