LMBAX
Price
$11.70
Change
+$0.17 (+1.47%)
Updated
Apr 23 closing price
Net Assets
90.69M
VSMAX
Price
$100.97
Change
+$1.48 (+1.49%)
Updated
Apr 23 closing price
Net Assets
143.36B
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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$11.70
Change+$0.17 (+1.47%)
VolumeN/A
Net Assets90.69M
Vanguard Small Cap Index Admiral Shares
Price$100.97
Change+$1.48 (+1.49%)
VolumeN/A
Net Assets143.36B
LMBAX vs VSMAX Comparison Chart
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VS
LMBAX vs. VSMAX commentary
Apr 24, 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.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 143B vs. LMBAX (90.7M). 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 : -3.84 vs. LMBAX (-9.35). VSMAX return over 5 years is better than : 69.27 vs. LMBAX (34.67).
LMBAXVSMAXLMBAX / VSMAX
Total Expense Ratio1.330.052,660%
Annual Report Gross Expense Ratio1.470.052,940%
Fund Existence16 years24 years-
Gain YTD-13.308-13.52598%
Front Load6%N/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets90.7M143B0%
Annual Yield % from dividends0.771.5250%
Returns for 1 year-9.35-3.84244%
Returns for 3 years-4.783.87-123%
Returns for 5 years34.6769.2750%
Returns for 10 years-18.1274.79-24%
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