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LMBAX vs VSCIX
LMBAX vs VSCIX Comparison
Open Charts LMBAX vs VSCIX
Franklin U.S. Small Cap Equity A
Price$13.81
Change+$0.10 (+0.73%)
VolumeN/A
Net Assets105.45M
Vanguard Small Cap Index I
Price$116.54
Change-$0.16 (-0.14%)
VolumeN/A
Net Assets153.28B
LMBAX vs VSCIX Comparison Chart in %
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LMBAX vs. VSCIX commentary
Jul 19, 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 Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 153B vs. LMBAX (105M). VSCIX pays higher dividends than LMBAX: VSCIX (1.41) vs LMBAX (0.30). 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 : 5.63 vs. LMBAX (-0.36). VSCIX return over 5 years is better than : 65.17 vs. LMBAX (33.44).
| 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 | 3.083 | 1.518 | 203% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 105M | 153B | 0% |
| Annual Yield % from dividends | 0.30 | 1.41 | 22% |
| Returns for 1 year | -0.36 | 5.63 | -6% |
| Returns for 3 years | 27.08 | 37.65 | 72% |
| Returns for 5 years | 33.44 | 65.17 | 51% |
| Returns for 10 years | -0.22 | 107.94 | -0% |
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