LMBAX
Price
$13.08
Change
+$0.01 (+0.08%)
Updated
Jun 5 closing price
Net Assets
100.96M
VSMAX
Price
$110.38
Change
-$0.17 (-0.15%)
Updated
Jun 5 closing price
Net Assets
147.56B
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LMBAX vs VSMAX

Header iconLMBAX vs VSMAX Comparison
Open Charts LMBAX vs VSMAXBanner chart's image
Franklin U.S. Small Cap Equity A
Price$13.08
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets100.96M
Vanguard Small Cap Index Admiral Shares
Price$110.38
Change-$0.17 (-0.15%)
VolumeN/A
Net Assets147.56B
LMBAX vs VSMAX Comparison Chart
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VS
LMBAX vs. VSMAX commentary
Jun 06, 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.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. LMBAX (101M). VSMAX pays higher dividends than LMBAX: VSMAX (1.48) vs LMBAX (0.73). LMBAX was incepted earlier than VSMAX: LMBAX (16 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). VSMAX annual gain was more profitable for investors over the last year : 4.90 vs. LMBAX (0.71). VSMAX return over 5 years is better than : 52.62 vs. LMBAX (24.35).
LMBAXVSMAXLMBAX / VSMAX
Total Expense Ratio1.300.052,600%
Annual Report Gross Expense Ratio1.410.052,820%
Fund Existence16 years25 years-
Gain YTD-1.729-3.91244%
Front Load6%N/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets101M148B0%
Annual Yield % from dividends0.731.4849%
Returns for 1 year0.714.9015%
Returns for 3 years7.8418.3443%
Returns for 5 years24.3552.6246%
Returns for 10 years-5.7596.38-6%
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