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LMBCX vs VSMAX
LMBCX vs VSMAX Comparison
Open Charts LMBCX vs VSMAX
Franklin U.S. Small Cap Equity C
Price$11.96
Change-$0.11 (-0.91%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$113.13
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
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VS
VS
LMBCX vs VSMAX Comparison Chart
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LMBCX vs. VSMAX commentary
Sep 21, 2024
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 VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 149B vs. LMBCX (103M). VSMAX pays higher dividends than LMBCX: VSMAX (1.42) vs LMBCX (0.00). LMBCX was incepted earlier than VSMAX: LMBCX (16 years) vs VSMAX (24 years). LMBCX is a more actively managed with annual turnover of: 34.00 vs. VSMAX (12.00). LMBCX has a lower initial minimum investment than VSMAX: LMBCX (1000) vs VSMAX (3000). LMBCX (21.09) and VSMAX (20.75) have marching annual gain over last year. VSMAX return over 5 years is better than : 51.83 vs. LMBCX (14.22).
| LMBCX | VSMAX | LMBCX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | 9.275 | 9.731 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103M | 149B | 0% |
| Annual Yield % from dividends | 0.00 | 1.42 | - |
| Returns for 1 year | 21.09 | 20.75 | 102% |
| Returns for 3 years | -19.54 | 5.70 | -343% |
| Returns for 5 years | 14.22 | 51.83 | 27% |
| Returns for 10 years | -9.20 | 114.09 | -8% |
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