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LMBAX vs VSCIX
LMBAX vs VSCIX Comparison
Open Charts LMBAX vs VSCIX
Franklin U.S. Small Cap Equity A
Price$11.70
Change+$0.17 (+1.47%)
VolumeN/A
Net Assets90.69M
Vanguard Small Cap Index I
Price$100.96
Change+$1.48 (+1.49%)
VolumeN/A
Net Assets143.36B
LMBAX vs VSCIX Comparison Chart
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LMBAX vs. VSCIX commentary
Apr 24, 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 VSCIX is a Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 143B vs. LMBAX (90.7M). VSCIX pays higher dividends than LMBAX: VSCIX (1.53) vs LMBAX (0.77). LMBAX was incepted earlier than VSCIX: LMBAX (16 years) vs VSCIX (28 years). LMBAX (1.47) is less costly to investors than VSCIX (0.04). LMBAX is a more actively managed with annual turnover of: 53.00 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 : -3.85 vs. LMBAX (-9.35). VSCIX return over 5 years is better than : 69.27 vs. LMBAX (34.67).
| LMBAX | VSCIX | LMBAX / VSCIX | |
| Total Expense Ratio | 1.33 | 0.04 | 3,325% |
| Annual Report Gross Expense Ratio | 1.47 | 0.04 | 3,675% |
| Fund Existence | 16 years | 28 years | - |
| Gain YTD | -13.308 | -13.526 | 98% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 90.7M | 143B | 0% |
| Annual Yield % from dividends | 0.77 | 1.53 | 50% |
| Returns for 1 year | -9.35 | -3.85 | 243% |
| Returns for 3 years | -4.78 | 3.87 | -124% |
| Returns for 5 years | 34.67 | 69.27 | 50% |
| Returns for 10 years | -18.12 | 74.82 | -24% |