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LMBAX vs VSMAX
LMBAX vs VSMAX Comparison
Open Charts LMBAX vs VSMAX
Franklin U.S. Small Cap Equity A
Price$15.45
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets117.76M
Vanguard Small Cap Index Admiral Shares
Price$122.54
Change+$0.13 (+0.11%)
VolumeN/A
Net Assets161.26B
LMBAX vs VSMAX Comparison Chart in %
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LMBAX vs. VSMAX commentary
Sep 16, 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.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. LMBAX (118M). VSMAX pays higher dividends than LMBAX: VSMAX (1.31) vs LMBAX (0.28). 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 : 13.72 vs. VSMAX (11.12). VSMAX return over 5 years is better than : 65.41 vs. LMBAX (44.18).
| 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 | 15.865 | 6.475 | 245% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118M | 161B | 0% |
| Annual Yield % from dividends | 0.28 | 1.31 | 21% |
| Returns for 1 year | 13.72 | 11.12 | 123% |
| Returns for 3 years | 39.13 | 38.97 | 100% |
| Returns for 5 years | 44.18 | 65.41 | 68% |
| Returns for 10 years | 21.30 | 133.00 | 16% |
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