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LMBCX vs VSCPX
LMBCX vs VSCPX Comparison
Open Charts LMBCX vs VSCPX
Franklin U.S. Small Cap Equity C
Price$11.29
Change+$0.16 (+1.44%)
VolumeN/A
Net Assets101.1M
Vanguard Small Cap Index InstlPlus
Price$322.22
Change+$3.63 (+1.14%)
VolumeN/A
Net Assets147.56B
LMBCX vs VSCPX Comparison Chart
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LMBCX vs. VSCPX commentary
Jun 07, 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 VSCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 148B vs. LMBCX (101M). VSCPX pays higher dividends than LMBCX: VSCPX (1.50) vs LMBCX (0.48). LMBCX was incepted earlier than VSCPX: LMBCX (16 years) vs VSCPX (14 years). LMBCX (2.13) is less costly to investors than VSCPX (0.03). LMBCX is a more actively managed with annual turnover of: 53.00 vs. VSCPX (13.00). LMBCX has a lower initial minimum investment than VSCPX: LMBCX (1000) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 5.16 vs. LMBCX (0.12). VSCPX return over 5 years is better than : 52.42 vs. LMBCX (14.47).
| LMBCX | VSCPX | LMBCX / VSCPX | |
| Total Expense Ratio | 2.05 | 0.03 | 6,833% |
| Annual Report Gross Expense Ratio | 2.13 | 0.03 | 7,100% |
| Fund Existence | 16 years | 14 years | - |
| Gain YTD | -2.025 | -4.054 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 101M | 148B | 0% |
| Annual Yield % from dividends | 0.48 | 1.50 | 32% |
| Returns for 1 year | 0.12 | 5.16 | 2% |
| Returns for 3 years | 2.14 | 16.73 | 13% |
| Returns for 5 years | 14.47 | 52.42 | 28% |
| Returns for 10 years | -17.09 | 96.69 | -18% |
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