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LMBAX vs VSCIX
LMBAX vs VSCIX Comparison
Open Charts LMBAX vs VSCIX
Franklin U.S. Small Cap Equity A
Price$11.61
Change-$0.80 (-6.45%)
VolumeN/A
Net Assets97.8M
Vanguard Small Cap Index I
Price$101.10
Change-$7.24 (-6.68%)
VolumeN/A
Net Assets153.45B
LMBAX vs VSCIX Comparison Chart
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LMBAX vs. VSCIX commentary
Apr 04, 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 VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 153B vs. LMBAX (97.8M). 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 : 1.20 vs. LMBAX (-5.60). VSCIX return over 5 years is better than : 115.95 vs. LMBAX (72.60).
| 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 | -6.692 | -5.824 | 115% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 97.8M | 153B | 0% |
| Annual Yield % from dividends | 0.77 | 1.53 | 50% |
| Returns for 1 year | -5.60 | 1.20 | -468% |
| Returns for 3 years | -3.80 | 6.53 | -58% |
| Returns for 5 years | 72.60 | 115.95 | 63% |
| Returns for 10 years | -11.13 | 91.16 | -12% |
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