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LMBCX vs VSMAX
LMBCX vs VSMAX Comparison
Open Charts LMBCX vs VSMAX
Franklin U.S. Small Cap Equity C
Price$11.29
Change+$0.16 (+1.44%)
VolumeN/A
Net Assets101.1M
Vanguard Small Cap Index Admiral Shares
Price$111.64
Change+$1.26 (+1.14%)
VolumeN/A
Net Assets147.56B
LMBCX vs VSMAX Comparison Chart
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LMBCX vs. VSMAX 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 VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. LMBCX (101M). VSMAX pays higher dividends than LMBCX: VSMAX (1.48) vs LMBCX (0.48). LMBCX was incepted earlier than VSMAX: LMBCX (16 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). VSMAX annual gain was more profitable for investors over the last year : 5.16 vs. LMBCX (0.12). VSMAX return over 5 years is better than : 52.39 vs. LMBCX (14.47).
| 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 | 16 years | 25 years | - |
| Gain YTD | -2.025 | -4.060 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 101M | 148B | 0% |
| Annual Yield % from dividends | 0.48 | 1.48 | 32% |
| Returns for 1 year | 0.12 | 5.16 | 2% |
| Returns for 3 years | 2.14 | 16.71 | 13% |
| Returns for 5 years | 14.47 | 52.39 | 28% |
| Returns for 10 years | -17.09 | 96.62 | -18% |
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