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LMBCX vs VSCIX
LMBCX vs VSCIX Comparison
Open Charts LMBCX vs VSCIX
Franklin U.S. Small Cap Equity C
Price$11.14
Change-$0.41 (-3.55%)
VolumeN/A
Net Assets101.24M
Vanguard Small Cap Index I
Price$114.80
Change-$3.11 (-2.64%)
VolumeN/A
Net Assets160.88B
LMBCX vs VSCIX Comparison Chart
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LMBCX vs. VSCIX commentary
Feb 23, 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 Buy and VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 161B vs. LMBCX (101M). VSCIX pays higher dividends than LMBCX: VSCIX (1.43) vs LMBCX (0.00). LMBCX was incepted earlier than VSCIX: LMBCX (16 years) vs VSCIX (28 years). LMBCX is a more actively managed with annual turnover of: 34.00 vs. VSCIX (12.00). 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 : 11.25 vs. LMBCX (1.30). VSCIX return over 5 years is better than : 44.48 vs. LMBCX (2.23).
| LMBCX | VSCIX | LMBCX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 28 years | - |
| Gain YTD | -1.937 | -0.304 | 637% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 101M | 161B | 0% |
| Annual Yield % from dividends | 0.00 | 1.43 | - |
| Returns for 1 year | 1.30 | 11.25 | 12% |
| Returns for 3 years | 2.32 | 18.86 | 12% |
| Returns for 5 years | 2.23 | 44.48 | 5% |
| Returns for 10 years | -16.02 | 105.81 | -15% |