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LMBAX vs VRTIX
LMBAX vs VRTIX Comparison
Open Charts LMBAX vs VRTIX
Franklin U.S. Small Cap Equity A
Price$15.52
Change+$0.16 (+1.04%)
VolumeN/A
Net Assets120.84M
Vanguard Russell 2000 Index I
Price$381.40
Change+$3.93 (+1.04%)
VolumeN/A
Net Assets13.58B
LMBAX vs VRTIX Comparison Chart in %
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LMBAX vs. VRTIX commentary
Oct 09, 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 Buy and VRTIX is a Buy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.6B vs. LMBAX (121M). VRTIX pays higher dividends than LMBAX: VRTIX (1.20) vs LMBAX (0.27). 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). VRTIX annual gain was more profitable for investors over the last year : 12.43 vs. LMBAX (11.55). VRTIX return over 5 years is better than : 52.75 vs. LMBAX (34.77).
| 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 | 15.489 | 10.623 | 146% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 13.6B | 1% |
| Annual Yield % from dividends | 0.27 | 1.20 | 22% |
| Returns for 1 year | 11.55 | 12.43 | 93% |
| Returns for 3 years | 44.76 | 46.33 | 97% |
| Returns for 5 years | 34.77 | 52.75 | 66% |
| Returns for 10 years | 21.00 | 120.58 | 17% |
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