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LMBCX vs VSCIX
LMBCX vs VSCIX Comparison
Open Charts LMBCX vs VSCIX
Franklin U.S. Small Cap Equity C
Price$11.71
Change-$0.14 (-1.18%)
VolumeN/A
Net Assets105.99M
Vanguard Small Cap Index I
Price$116.13
Change-$1.18 (-1.01%)
VolumeN/A
Net Assets153.28B
LMBCX vs VSCIX Comparison Chart in %
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LMBCX vs. VSCIX commentary
Jul 13, 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 LMBCX is a Hold and VSCIX is a Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 153B vs. LMBCX (106M). VSCIX pays higher dividends than LMBCX: VSCIX (1.41) vs LMBCX (0.00). LMBCX was incepted earlier than VSCIX: LMBCX (16 years) vs VSCIX (28 years). LMBCX (2.13) is less costly to investors than VSCIX (0.04). LMBCX is a more actively managed with annual turnover of: 53.00 vs. VSCIX (13.00). LMBCX has a lower initial minimum investment than VSCIX: LMBCX (1000) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : 8.78 vs. LMBCX (2.54). VSCIX return over 5 years is better than : 69.07 vs. LMBCX (27.90).
| LMBCX | VSCIX | LMBCX / VSCIX | |
| Total Expense Ratio | 2.05 | 0.04 | 5,125% |
| Annual Report Gross Expense Ratio | 2.13 | 0.04 | 5,325% |
| Fund Existence | 16 years | 28 years | - |
| Gain YTD | 3.081 | 1.022 | 301% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106M | 153B | 0% |
| Annual Yield % from dividends | 0.00 | 1.41 | - |
| Returns for 1 year | 2.54 | 8.78 | 29% |
| Returns for 3 years | 24.12 | 37.69 | 64% |
| Returns for 5 years | 27.90 | 69.07 | 40% |
| Returns for 10 years | -13.22 | 104.99 | -13% |
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