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LMBAX vs VSCIX
LMBAX vs VSCIX Comparison
Open Charts LMBAX vs VSCIX
Franklin U.S. Small Cap Equity A
Price$13.08
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets100.96M
Vanguard Small Cap Index I
Price$110.38
Change-$0.17 (-0.15%)
VolumeN/A
Net Assets147.56B
LMBAX vs VSCIX Comparison Chart
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LMBAX vs. VSCIX commentary
Jun 06, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 148B vs. LMBAX (101M). VSCIX pays higher dividends than LMBAX: VSCIX (1.49) vs LMBAX (0.73). LMBAX was incepted earlier than VSCIX: LMBAX (16 years) vs VSCIX (28 years). LMBAX (1.41) is less costly to investors than VSCIX (0.04). LMBAX is a more actively managed with annual turnover of: 53.00 vs. VSCIX (13.00). 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 : 4.90 vs. LMBAX (0.71). VSCIX return over 5 years is better than : 52.64 vs. LMBAX (24.35).
| LMBAX | VSCIX | LMBAX / VSCIX | |
| Total Expense Ratio | 1.30 | 0.04 | 3,250% |
| Annual Report Gross Expense Ratio | 1.41 | 0.04 | 3,525% |
| Fund Existence | 16 years | 28 years | - |
| Gain YTD | -1.729 | -3.903 | 44% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 101M | 148B | 0% |
| Annual Yield % from dividends | 0.73 | 1.49 | 49% |
| Returns for 1 year | 0.71 | 4.90 | 14% |
| Returns for 3 years | 7.84 | 18.35 | 43% |
| Returns for 5 years | 24.35 | 52.64 | 46% |
| Returns for 10 years | -5.75 | 96.43 | -6% |
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