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LGSCX vs NAESX
LGSCX vs NAESX Comparison
Open Charts LGSCX vs NAESX
Franklin U.S. Small Cap Equity FI
Price$11.78
Change-$0.03 (-0.25%)
VolumeN/A
Net Assets98.56M
Vanguard Small Cap Index I
Price$108.59
Change-$0.07 (-0.06%)
VolumeN/A
Net Assets139.54B
LGSCX vs NAESX Comparison Chart
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LGSCX vs. NAESX commentary
May 23, 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 Hold and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 140B vs. LGSCX (98.6M). NAESX pays higher dividends than LGSCX: NAESX (1.43) vs LGSCX (0.88). LGSCX was incepted earlier than NAESX: LGSCX (22 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 : 1.75 vs. LGSCX (-2.90). NAESX return over 5 years is better than : 67.31 vs. LGSCX (32.67).
| LGSCX | NAESX | LGSCX / NAESX | |
| Total Expense Ratio | 1.30 | 0.17 | 765% |
| Annual Report Gross Expense Ratio | 1.62 | 0.17 | 953% |
| Fund Existence | 22 years | 65 years | - |
| Gain YTD | -4.604 | -5.554 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 98.6M | 140B | 0% |
| Annual Yield % from dividends | 0.88 | 1.43 | 61% |
| Returns for 1 year | -2.90 | 1.75 | -166% |
| Returns for 3 years | 11.47 | 22.26 | 52% |
| Returns for 5 years | 32.67 | 67.31 | 49% |
| Returns for 10 years | -12.63 | 90.72 | -14% |
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