Interact to see
Advertisement
Advertisement
LMBCX vs VSMAX
LMBCX vs VSMAX Comparison
Open Charts LMBCX vs VSMAX
Franklin U.S. Small Cap Equity C
Price$12.75
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets119.91M
Vanguard Small Cap Index Admiral Shares
Price$117.71
Change+$0.02 (+0.02%)
VolumeN/A
Net Assets161.58B
LMBCX vs VSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LMBCX vs. VSMAX commentary
Nov 20, 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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. LMBCX (120M). VSMAX pays higher dividends than LMBCX: VSMAX (1.34) vs LMBCX (0.00). LMBCX was incepted earlier than VSMAX: LMBCX (17 years) vs VSMAX (25 years). LMBCX (2.13) is less costly to investors than VSMAX (0.05). LMBCX is a more actively managed with annual turnover of: 53.00 vs. VSMAX (13.00). LMBCX has a lower initial minimum investment than VSMAX: LMBCX (1000) vs VSMAX (3000). LMBCX annual gain was more profitable for investors over the last year : 2.90 vs. VSMAX (-0.84). VSMAX return over 5 years is better than : 39.47 vs. LMBCX (13.46).
| LMBCX | VSMAX | LMBCX / VSMAX | |
| Total Expense Ratio | 2.05 | 0.05 | 4,100% |
| Annual Report Gross Expense Ratio | 2.13 | 0.05 | 4,260% |
| Fund Existence | 17 years | 25 years | - |
| Gain YTD | 12.412 | 2.440 | 509% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120M | 162B | 0% |
| Annual Yield % from dividends | 0.00 | 1.34 | - |
| Returns for 1 year | 2.90 | -0.84 | -347% |
| Returns for 3 years | 24.34 | 30.09 | 81% |
| Returns for 5 years | 13.46 | 39.47 | 34% |
| Returns for 10 years | 2.74 | 122.69 | 2% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers