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LMBAX vs VSCIX
LMBAX vs VSCIX Comparison
Open Charts LMBAX vs VSCIX
Franklin U.S. Small Cap Equity A
Price$13.35
Change-$0.60 (-4.30%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$120.34
Change-$1.37 (-1.13%)
VolumeN/A
CapitalizationN/A
LMBAX vs VSCIX Comparison Chart
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LMBAX vs. VSCIX commentary
Dec 19, 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 LMBAX is a Hold and VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 167B vs. LMBAX (104M). VSCIX pays higher dividends than LMBAX: VSCIX (1.43) vs LMBAX (0.08). LMBAX was incepted earlier than VSCIX: LMBAX (16 years) vs VSCIX (27 years). LMBAX is a more actively managed with annual turnover of: 34.00 vs. VSCIX (12.00). LMBAX has a lower initial minimum investment than VSCIX: LMBAX (1000) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : 19.59 vs. LMBAX (14.04). VSCIX return over 5 years is better than : 53.99 vs. LMBAX (16.34).
| LMBAX | VSCIX | LMBAX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 27 years | - |
| Gain YTD | 11.590 | 18.051 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 104M | 167B | 0% |
| Annual Yield % from dividends | 0.08 | 1.43 | 6% |
| Returns for 1 year | 14.04 | 19.59 | 72% |
| Returns for 3 years | -12.46 | 15.81 | -79% |
| Returns for 5 years | 16.34 | 53.99 | 30% |
| Returns for 10 years | 7.01 | 125.06 | 6% |
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