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LMBAX vs VSCPX
LMBAX vs VSCPX Comparison
Open Charts LMBAX vs VSCPX
Franklin U.S. Small Cap Equity A
Price$13.84
Change+$0.12 (+0.87%)
VolumeN/A
Net Assets106.16M
Vanguard Small Cap Index InstlPlus
Price$348.55
Change+$4.08 (+1.18%)
VolumeN/A
Net Assets155.27B
LMBAX vs VSCPX Comparison Chart
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LMBAX vs. VSCPX commentary
Jan 31, 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 VSCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 155B vs. LMBAX (106M). VSCPX pays higher dividends than LMBAX: VSCPX (1.44) vs LMBAX (0.08). LMBAX was incepted earlier than VSCPX: LMBAX (16 years) vs VSCPX (14 years). LMBAX is a more actively managed with annual turnover of: 34.00 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 : 20.35 vs. LMBAX (10.81). VSCPX return over 5 years is better than : 56.01 vs. LMBAX (20.84).
| LMBAX | VSCPX | LMBAX / VSCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 14 years | - |
| Gain YTD | 3.158 | 3.641 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106M | 155B | 0% |
| Annual Yield % from dividends | 0.08 | 1.44 | 6% |
| Returns for 1 year | 10.81 | 20.35 | 53% |
| Returns for 3 years | 9.63 | 20.92 | 46% |
| Returns for 5 years | 20.84 | 56.01 | 37% |
| Returns for 10 years | 5.80 | 125.00 | 5% |
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