LMBAX
Price
$15.52
Change
+$0.16 (+1.04%)
Updated
Oct 8 closing price
Net Assets
120.84M
VSMAX
Price
$123.62
Change
+$1.12 (+0.91%)
Updated
Oct 8 closing price
Net Assets
162.36B
Interact to see
Advertisement

LMBAX vs VSMAX

Header iconLMBAX vs VSMAX Comparison
Open Charts LMBAX vs VSMAXBanner chart's image
Franklin U.S. Small Cap Equity A
Price$15.52
Change+$0.16 (+1.04%)
VolumeN/A
Net Assets120.84M
Vanguard Small Cap Index Admiral Shares
Price$123.62
Change+$1.12 (+0.91%)
VolumeN/A
Net Assets162.36B
LMBAX vs VSMAX Comparison Chart in %
View a ticker or compare two or three
VS
LMBAX vs. VSMAX commentary
Oct 09, 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 VSMAX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. LMBAX (121M). VSMAX pays higher dividends than LMBAX: VSMAX (1.34) vs LMBAX (0.27). LMBAX was incepted earlier than VSMAX: LMBAX (17 years) vs VSMAX (25 years). LMBAX (1.41) is less costly to investors than VSMAX (0.05). LMBAX is a more actively managed with annual turnover of: 53.00 vs. VSMAX (13.00). LMBAX has a lower initial minimum investment than VSMAX: LMBAX (1000) vs VSMAX (3000). LMBAX annual gain was more profitable for investors over the last year : 11.55 vs. VSMAX (9.16). VSMAX return over 5 years is better than : 56.70 vs. LMBAX (34.77).
LMBAXVSMAXLMBAX / VSMAX
Total Expense Ratio1.300.052,600%
Annual Report Gross Expense Ratio1.410.052,820%
Fund Existence17 years25 years-
Gain YTD15.4896.626234%
Front Load6%N/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets121M162B0%
Annual Yield % from dividends0.271.3420%
Returns for 1 year11.559.16126%
Returns for 3 years44.7647.1895%
Returns for 5 years34.7756.7061%
Returns for 10 years21.00132.0916%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
FEYAX30.64N/A
N/A
Fidelity Advisor Asset Manager 85% A
MGPSX79.29N/A
N/A
ProFunds Mid Cap Growth Svc
APWEX17.92N/A
N/A
Cavanal Hill World Energy Investor
FIVCX37.34N/A
N/A
Macquarie Opportunity C
MXJVX10.65N/A
N/A
Empower International Value Instl