LMBAX
Price
$12.61
Change
-$0.00 (-0.00%)
Updated
Apr 15, 6:59 PM EST
VSMAX
Price
$102.48
Change
-$0.00 (-0.00%)
Updated
Apr 15, 6:59 PM EST
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LMBAX vs VSMAX ᐉ Comparison: Which is Better to Invest?

Header iconLMBAX vs VSMAX Comparison
Open Charts LMBAX vs VSMAXBanner chart's image
Franklin U.S. Small Cap Equity A
Price$12.61
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$102.48
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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LMBAX vs VSMAX Comparison Chart

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VS
LMBAX vs. VSMAX commentary
Apr 17, 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 StrongSell and VSMAX is a StrongSell.

FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 139B vs. LMBAX (99.4M). VSMAX pays higher dividends than LMBAX: VSMAX (1.42) vs LMBAX (0.08). LMBAX was incepted earlier than VSMAX: LMBAX (15 years) vs VSMAX (23 years). LMBAX (1.36) is less costly to investors than VSMAX (0.05). 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). LMBAX (14.43) and VSMAX (14.41) have marching annual gain over last year. VSMAX return over 5 years is better than : 39.43 vs. LMBAX (6.72).
LMBAXVSMAXLMBAX / VSMAX
Total Expense Ratio1.300.052,600%
Annual Report Gross Expense Ratio1.360.052,720%
Fund Existence15 years23 years-
Gain YTD0.1590.37742%
Front Load6%N/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRA250N/A-
Net Assets99.4M139B0%
Annual Yield % from dividends0.081.426%
Returns for 1 year14.4314.41100%
Returns for 3 years-21.99-2.50880%
Returns for 5 years6.7239.4317%
Returns for 10 years-5.93103.40-6%
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