LMBAX
Price
$13.96
Change
+$0.17 (+1.23%)
Updated
Jul 3 closing price
Net Assets
107.79M
VSMAX
Price
$116.63
Change
+$0.83 (+0.72%)
Updated
Jul 3 closing price
Net Assets
147.56B
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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$13.96
Change+$0.17 (+1.23%)
VolumeN/A
Net Assets107.79M
Vanguard Small Cap Index Admiral Shares
Price$116.63
Change+$0.83 (+0.72%)
VolumeN/A
Net Assets147.56B
LMBAX vs VSMAX Comparison Chart in %
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VS
LMBAX vs. VSMAX commentary
Jul 06, 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: 148B vs. LMBAX (108M). 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 : 12.25 vs. LMBAX (8.62). VSMAX return over 5 years is better than : 69.54 vs. LMBAX (40.73).
LMBAXVSMAXLMBAX / VSMAX
Total Expense Ratio1.300.052,600%
Annual Report Gross Expense Ratio1.410.052,820%
Fund Existence16 years25 years-
Gain YTD4.9621.447343%
Front Load6%N/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets108M148B0%
Annual Yield % from dividends0.301.4022%
Returns for 1 year8.6212.2570%
Returns for 3 years30.9637.9582%
Returns for 5 years40.7369.5459%
Returns for 10 years2.04109.342%
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