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LMBAX vs VSCPX
LMBAX vs VSCPX Comparison
Open Charts LMBAX vs VSCPX
Franklin U.S. Small Cap Equity A
Price$15.16
Change+$0.41 (+2.78%)
VolumeN/A
Net Assets121.04M
Vanguard Small Cap Index InstlPlus
Price$342.07
Change+$8.25 (+2.47%)
VolumeN/A
Net Assets161.58B
LMBAX vs VSCPX Comparison Chart in %
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LMBAX vs. VSCPX commentary
Nov 23, 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: 162B vs. LMBAX (121M). VSCPX pays higher dividends than LMBAX: VSCPX (1.36) vs LMBAX (0.26). LMBAX was incepted earlier than VSCPX: LMBAX (17 years) vs VSCPX (15 years). LMBAX (1.41) is less costly to investors than VSCPX (0.03). LMBAX is a more actively managed with annual turnover of: 53.00 vs. VSCPX (13.00). LMBAX has a lower initial minimum investment than VSCPX: LMBAX (1000) vs VSCPX (100000000). LMBAX annual gain was more profitable for investors over the last year : 3.43 vs. VSCPX (-2.20). VSCPX return over 5 years is better than : 40.47 vs. LMBAX (24.21).
| LMBAX | VSCPX | LMBAX / VSCPX | |
| Total Expense Ratio | 1.30 | 0.03 | 4,333% |
| Annual Report Gross Expense Ratio | 1.41 | 0.03 | 4,700% |
| Fund Existence | 17 years | 15 years | - |
| Gain YTD | 13.985 | 3.167 | 442% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 162B | 0% |
| Annual Yield % from dividends | 0.26 | 1.36 | 19% |
| Returns for 1 year | 3.43 | -2.20 | -156% |
| Returns for 3 years | 29.14 | 29.69 | 98% |
| Returns for 5 years | 24.21 | 40.47 | 60% |
| Returns for 10 years | 16.91 | 122.26 | 14% |
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