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LMBAX vs VSMAX
LMBAX vs VSMAX Comparison
Open Charts LMBAX vs VSMAX
Franklin U.S. Small Cap Equity A
Price$13.81
Change+$0.10 (+0.73%)
VolumeN/A
Net Assets105.45M
Vanguard Small Cap Index Admiral Shares
Price$116.71
Change+$1.38 (+1.20%)
VolumeN/A
Net Assets153.28B
LMBAX vs VSMAX Comparison Chart in %
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LMBAX vs. VSMAX commentary
Jul 18, 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 Hold and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. LMBAX (105M). VSMAX pays higher dividends than LMBAX: VSMAX (1.40) vs LMBAX (0.30). 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 : 4.38 vs. LMBAX (-0.36). VSMAX return over 5 years is better than : 63.22 vs. LMBAX (33.44).
| 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 | 16 years | 25 years | - |
| Gain YTD | 3.083 | 0.316 | 974% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 105M | 153B | 0% |
| Annual Yield % from dividends | 0.30 | 1.40 | 22% |
| Returns for 1 year | -0.36 | 4.38 | -8% |
| Returns for 3 years | 27.08 | 36.03 | 75% |
| Returns for 5 years | 33.44 | 63.22 | 53% |
| Returns for 10 years | -0.22 | 105.44 | -0% |
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