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LMBCX vs VSMAX
LMBCX vs VSMAX Comparison
Open Charts LMBCX vs VSMAX
Franklin U.S. Small Cap Equity C
Price$11.84
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets106.43M
Vanguard Small Cap Index Admiral Shares
Price$115.19
Change-$0.19 (-0.16%)
VolumeN/A
Net Assets154.18B
LMBCX vs VSMAX Comparison Chart in %
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LMBCX vs. VSMAX commentary
Aug 08, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 154B vs. LMBCX (106M). VSMAX pays higher dividends than LMBCX: VSMAX (1.37) 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). VSMAX annual gain was more profitable for investors over the last year : 12.37 vs. LMBCX (8.73). VSMAX return over 5 years is better than : 54.82 vs. LMBCX (18.40).
| 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 | 4.137 | 0.360 | 1,149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106M | 154B | 0% |
| Annual Yield % from dividends | 0.00 | 1.37 | - |
| Returns for 1 year | 8.73 | 12.37 | 71% |
| Returns for 3 years | 13.43 | 22.81 | 59% |
| Returns for 5 years | 18.40 | 54.82 | 34% |
| Returns for 10 years | -9.05 | 108.10 | -8% |
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