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LMBAX vs VSMAX
LMBAX vs VSMAX Comparison
Open Charts LMBAX vs VSMAX
Franklin U.S. Small Cap Equity A
Price$15.64
Change+$0.27 (+1.76%)
VolumeN/A
Net Assets121.28M
Vanguard Small Cap Index Admiral Shares
Price$122.99
Change+$1.67 (+1.38%)
VolumeN/A
Net Assets162.36B
LMBAX vs VSMAX Comparison Chart in %
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LMBAX vs. VSMAX commentary
Oct 21, 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 StrongBuy.
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 : 8.63 vs. VSMAX (4.77). VSMAX return over 5 years is better than : 57.95 vs. LMBAX (38.20).
| LMBAX | VSMAX | LMBAX / VSMAX | |
| Total Expense Ratio | 1.30 | 0.05 | 2,600% |
| Annual Report Gross Expense Ratio | 1.41 | 0.05 | 2,820% |
| Fund Existence | 17 years | 25 years | - |
| Gain YTD | 15.564 | 5.599 | 278% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 162B | 0% |
| Annual Yield % from dividends | 0.27 | 1.34 | 20% |
| Returns for 1 year | 8.63 | 4.77 | 181% |
| Returns for 3 years | 41.55 | 43.82 | 95% |
| Returns for 5 years | 38.20 | 57.95 | 66% |
| Returns for 10 years | 19.70 | 130.65 | 15% |
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