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LMBAX vs VSCPX
LMBAX vs VSCPX Comparison
Open Charts LMBAX vs VSCPX
Franklin U.S. Small Cap Equity A
Price$11.61
Change-$0.80 (-6.45%)
VolumeN/A
Net Assets97.8M
Vanguard Small Cap Index InstlPlus
Price$291.80
Change-$20.91 (-6.69%)
VolumeN/A
Net Assets153.45B
LMBAX vs VSCPX Comparison Chart
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LMBAX vs. VSCPX 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 VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 153B vs. LMBAX (97.8M). VSCPX pays higher dividends than LMBAX: VSCPX (1.54) vs LMBAX (0.77). LMBAX was incepted earlier than VSCPX: LMBAX (16 years) vs VSCPX (14 years). LMBAX (1.47) is less costly to investors than VSCPX (0.03). LMBAX is a more actively managed with annual turnover of: 53.00 vs. VSCPX (12.00). LMBAX has a lower initial minimum investment than VSCPX: LMBAX (1000) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 1.20 vs. LMBAX (-5.60). VSCPX return over 5 years is better than : 116.00 vs. LMBAX (72.60).
| LMBAX | VSCPX | LMBAX / VSCPX | |
| Total Expense Ratio | 1.33 | 0.03 | 4,433% |
| Annual Report Gross Expense Ratio | 1.47 | 0.03 | 4,900% |
| Fund Existence | 16 years | 14 years | - |
| Gain YTD | -6.692 | -5.825 | 115% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 97.8M | 153B | 0% |
| Annual Yield % from dividends | 0.77 | 1.54 | 50% |
| Returns for 1 year | -5.60 | 1.20 | -465% |
| Returns for 3 years | -3.80 | 6.53 | -58% |
| Returns for 5 years | 72.60 | 116.00 | 63% |
| Returns for 10 years | -11.13 | 91.20 | -12% |