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LMBAX vs VSMAX
LMBAX vs VSMAX Comparison
Open Charts LMBAX vs VSMAX
Franklin U.S. Small Cap Equity A
Price$11.61
Change-$0.80 (-6.45%)
VolumeN/A
Net Assets97.8M
Vanguard Small Cap Index Admiral Shares
Price$101.10
Change-$7.25 (-6.69%)
VolumeN/A
Net Assets153.45B
LMBAX vs VSMAX Comparison Chart
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LMBAX vs. VSMAX 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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. LMBAX (97.8M). VSMAX pays higher dividends than LMBAX: VSMAX (1.52) vs LMBAX (0.77). LMBAX was incepted earlier than VSMAX: LMBAX (16 years) vs VSMAX (24 years). LMBAX (1.47) is less costly to investors than VSMAX (0.05). LMBAX is a more actively managed with annual turnover of: 53.00 vs. VSMAX (12.00). LMBAX has a lower initial minimum investment than VSMAX: LMBAX (1000) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 1.20 vs. LMBAX (-5.60). VSMAX return over 5 years is better than : 115.95 vs. LMBAX (72.60).
| LMBAX | VSMAX | LMBAX / VSMAX | |
| Total Expense Ratio | 1.33 | 0.05 | 2,660% |
| Annual Report Gross Expense Ratio | 1.47 | 0.05 | 2,940% |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | -6.692 | -5.824 | 115% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 97.8M | 153B | 0% |
| Annual Yield % from dividends | 0.77 | 1.52 | 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 | 115.95 | 63% |
| Returns for 10 years | -11.13 | 91.10 | -12% |