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LGSCX vs VSMAX
LGSCX vs VSMAX Comparison
Open Charts LGSCX vs VSMAX
Franklin U.S. Small Cap Equity FI
Price$13.01
Change-$0.12 (-0.91%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$113.13
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
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VS
VS
LGSCX vs VSMAX Comparison Chart
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LGSCX vs. VSMAX commentary
Sep 21, 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 Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 149B vs. LGSCX (103M). VSMAX pays higher dividends than LGSCX: VSMAX (1.42) vs LGSCX (0.11). LGSCX was incepted earlier than VSMAX: LGSCX (22 years) vs VSMAX (24 years). LGSCX is a more actively managed with annual turnover of: 34.00 vs. VSMAX (12.00). LGSCX has a lower initial minimum investment than VSMAX: LGSCX (0) vs VSMAX (3000). LGSCX (25.92) and VSMAX (25.54) have marching annual gain over last year. VSMAX return over 5 years is better than : 53.45 vs. LGSCX (22.37).
| LGSCX | VSMAX | LGSCX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | 11.218 | 10.898 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103M | 149B | 0% |
| Annual Yield % from dividends | 0.11 | 1.42 | 8% |
| Returns for 1 year | 25.92 | 25.54 | 102% |
| Returns for 3 years | -13.41 | 8.91 | -151% |
| Returns for 5 years | 22.37 | 53.45 | 42% |
| Returns for 10 years | 2.93 | 121.55 | 2% |
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