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LGSCX vs NAESX
LGSCX vs NAESX Comparison
Open Charts LGSCX vs NAESX
Franklin U.S. Small Cap Equity FI
Price$14.16
Change+$0.05 (+0.35%)
VolumeN/A
Net Assets115.92M
Vanguard Small Cap Index I
Price$122.44
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
LGSCX vs NAESX Comparison Chart in %
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LGSCX vs. NAESX commentary
Sep 06, 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: 161B vs. LGSCX (116M). NAESX pays higher dividends than LGSCX: NAESX (1.20) vs LGSCX (0.33). 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). LGSCX annual gain was more profitable for investors over the last year : 14.28 vs. NAESX (12.82). NAESX return over 5 years is better than : 65.43 vs. LGSCX (40.66).
| 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 | 13.974 | 5.746 | 243% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116M | 161B | 0% |
| Annual Yield % from dividends | 0.33 | 1.20 | 27% |
| Returns for 1 year | 14.28 | 12.82 | 111% |
| Returns for 3 years | 35.84 | 38.26 | 94% |
| Returns for 5 years | 40.66 | 65.43 | 62% |
| Returns for 10 years | 14.06 | 130.73 | 11% |
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