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LMBAX vs VRTIX
LMBAX vs VRTIX Comparison
Open Charts LMBAX vs VRTIX
Franklin U.S. Small Cap Equity A
Price$15.16
Change+$0.41 (+2.78%)
VolumeN/A
Net Assets121.04M
Vanguard Russell 2000 Index I
Price$364.31
Change+$9.93 (+2.80%)
VolumeN/A
Net Assets13.89B
LMBAX vs VRTIX Comparison Chart in %
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LMBAX vs. VRTIX commentary
Nov 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 LMBAX is a Hold and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.9B vs. LMBAX (121M). VRTIX pays higher dividends than LMBAX: VRTIX (1.18) vs LMBAX (0.26). LMBAX was incepted earlier than VRTIX: LMBAX (17 years) vs VRTIX (15 years). LMBAX (1.41) is less costly to investors than VRTIX (0.07). LMBAX is a more actively managed with annual turnover of: 53.00 vs. VRTIX (12.00). LMBAX has a lower initial minimum investment than VRTIX: LMBAX (1000) vs VRTIX (5000000). LMBAX annual gain was more profitable for investors over the last year : 3.43 vs. VRTIX (0.62). VRTIX return over 5 years is better than : 35.02 vs. LMBAX (24.21).
| LMBAX | VRTIX | LMBAX / VRTIX | |
| Total Expense Ratio | 1.30 | 0.07 | 1,857% |
| Annual Report Gross Expense Ratio | 1.41 | 0.07 | 2,014% |
| Fund Existence | 17 years | 15 years | - |
| Gain YTD | 13.985 | 6.766 | 207% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 13.9B | 1% |
| Annual Yield % from dividends | 0.26 | 1.18 | 22% |
| Returns for 1 year | 3.43 | 0.62 | 549% |
| Returns for 3 years | 29.14 | 28.99 | 101% |
| Returns for 5 years | 24.21 | 35.02 | 69% |
| Returns for 10 years | 16.91 | 108.35 | 16% |
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