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LGSCX vs VSMAX
LGSCX vs VSMAX Comparison
Open Charts LGSCX vs VSMAX
Franklin U.S. Small Cap Equity FI
Price$12.88
Change-$0.09 (-0.69%)
VolumeN/A
Net Assets107.68M
Vanguard Small Cap Index Admiral Shares
Price$120.42
Change-$0.60 (-0.50%)
VolumeN/A
Net Assets155.27B
LGSCX vs VSMAX Comparison Chart
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LGSCX vs. VSMAX commentary
Jan 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 Buy and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 155B vs. LGSCX (108M). 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). VSMAX annual gain was more profitable for investors over the last year : 20.15 vs. LGSCX (11.25). VSMAX return over 5 years is better than : 53.34 vs. LGSCX (14.89).
| 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 | 4.039 | 4.568 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108M | 155B | 0% |
| Annual Yield % from dividends | 0.11 | 1.42 | 8% |
| Returns for 1 year | 11.25 | 20.15 | 56% |
| Returns for 3 years | 12.54 | 24.52 | 51% |
| Returns for 5 years | 14.89 | 53.34 | 28% |
| Returns for 10 years | 0.92 | 125.60 | 1% |
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