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LMBCX vs VSCIX
LMBCX vs VSCIX Comparison
Open Charts LMBCX vs VSCIX
Franklin U.S. Small Cap Equity C
Price$10.63
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets97.15M
Vanguard Small Cap Index I
Price$107.01
Change-$0.04 (-0.04%)
VolumeN/A
Net Assets139.54B
LMBCX vs VSCIX Comparison Chart
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LMBCX vs. VSCIX commentary
May 11, 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 Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 140B vs. LMBCX (97.1M). VSCIX pays higher dividends than LMBCX: VSCIX (1.57) vs LMBCX (0.51). LMBCX was incepted earlier than VSCIX: LMBCX (16 years) vs VSCIX (28 years). LMBCX (2.15) 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 : 0.37 vs. LMBCX (-5.22). VSCIX return over 5 years is better than : 67.84 vs. LMBCX (24.78).
| LMBCX | VSCIX | LMBCX / VSCIX | |
| Total Expense Ratio | 2.08 | 0.04 | 5,200% |
| Annual Report Gross Expense Ratio | 2.15 | 0.04 | 5,375% |
| Fund Existence | 16 years | 28 years | - |
| Gain YTD | -6.426 | -6.980 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 97.1M | 140B | 0% |
| Annual Yield % from dividends | 0.51 | 1.57 | 32% |
| Returns for 1 year | -5.22 | 0.37 | -1,426% |
| Returns for 3 years | 7.35 | 22.79 | 32% |
| Returns for 5 years | 24.78 | 67.84 | 37% |
| Returns for 10 years | -20.29 | 91.58 | -22% |