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LMBAX vs VSMAX
LMBAX vs VSMAX Comparison
Open Charts LMBAX vs VSMAX
Franklin U.S. Small Cap Equity A
Price$14.34
Change-$0.21 (-1.44%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$118.05
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
LMBAX vs VSMAX Comparison Chart
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VS
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LMBAX vs. VSMAX commentary
Nov 18, 2024
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: 151B vs. LMBAX (107M). VSMAX pays higher dividends than LMBAX: VSMAX (1.42) vs LMBAX (0.08). LMBAX was incepted earlier than VSMAX: LMBAX (16 years) vs VSMAX (24 years). LMBAX is a more actively managed with annual turnover of: 34.00 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 : 30.28 vs. LMBAX (27.66). VSMAX return over 5 years is better than : 55.62 vs. LMBAX (24.04).
| LMBAX | VSMAX | LMBAX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | 14.374 | 15.803 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107M | 151B | 0% |
| Annual Yield % from dividends | 0.08 | 1.42 | 6% |
| Returns for 1 year | 27.66 | 30.28 | 91% |
| Returns for 3 years | -18.24 | 4.74 | -385% |
| Returns for 5 years | 24.04 | 55.62 | 43% |
| Returns for 10 years | 3.33 | 123.30 | 3% |
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