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LGSCX vs VSMAX
LGSCX vs VSMAX Comparison
Open Charts LGSCX vs VSMAX
Franklin U.S. Small Cap Equity FI
Price$11.78
Change-$0.03 (-0.25%)
VolumeN/A
Net Assets98.56M
Vanguard Small Cap Index Admiral Shares
Price$108.61
Change-$0.07 (-0.06%)
VolumeN/A
Net Assets139.54B
LGSCX vs VSMAX Comparison Chart
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LGSCX vs. VSMAX 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 VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 140B vs. LGSCX (98.6M). VSMAX pays higher dividends than LGSCX: VSMAX (1.56) vs LGSCX (0.88). LGSCX was incepted earlier than VSMAX: LGSCX (22 years) vs VSMAX (25 years). LGSCX (1.62) is less costly to investors than VSMAX (0.05). LGSCX is a more actively managed with annual turnover of: 53.00 vs. VSMAX (13.00). 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 : 1.77 vs. LGSCX (-2.90). VSMAX return over 5 years is better than : 67.52 vs. LGSCX (32.67).
| LGSCX | VSMAX | LGSCX / VSMAX | |
| Total Expense Ratio | 1.30 | 0.05 | 2,600% |
| Annual Report Gross Expense Ratio | 1.62 | 0.05 | 3,240% |
| Fund Existence | 22 years | 25 years | - |
| Gain YTD | -4.604 | -5.538 | 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 | 1.56 | 56% |
| Returns for 1 year | -2.90 | 1.77 | -164% |
| Returns for 3 years | 11.47 | 22.35 | 51% |
| Returns for 5 years | 32.67 | 67.52 | 48% |
| Returns for 10 years | -12.63 | 91.20 | -14% |