Ad is loading...
LMBAX vs VSMAX
LMBAX vs VSMAX Comparison
Open Charts LMBAX vs VSMAX
Franklin U.S. Small Cap Equity A
Price$13.67
Change+$0.07 (+0.51%)
VolumeN/A
Net Assets104.9M
Vanguard Small Cap Index Admiral Shares
Price$119.04
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
LMBAX vs VSMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LMBAX vs. VSMAX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 155B vs. LMBAX (105M). 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 : 21.26 vs. LMBAX (13.22). VSMAX return over 5 years is better than : 48.99 vs. LMBAX (12.81).
| 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 | 2.782 | 3.369 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 105M | 155B | 0% |
| Annual Yield % from dividends | 0.08 | 1.42 | 6% |
| Returns for 1 year | 13.22 | 21.26 | 62% |
| Returns for 3 years | 5.81 | 17.25 | 34% |
| Returns for 5 years | 12.81 | 48.99 | 26% |
| Returns for 10 years | 5.89 | 127.10 | 5% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers