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LMBCX vs VSMAX
LMBCX vs VSMAX Comparison
Open Charts LMBCX vs VSMAX
Franklin U.S. Small Cap Equity C
Price$13.04
Change-$0.17 (-1.29%)
VolumeN/A
Net Assets122.4M
Vanguard Small Cap Index Admiral Shares
Price$123.62
Change+$1.12 (+0.91%)
VolumeN/A
Net Assets162.36B
LMBCX vs VSMAX Comparison Chart in %
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LMBCX vs. VSMAX commentary
Oct 09, 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 Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. LMBCX (122M). 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 : 11.76 vs. VSMAX (9.16). VSMAX return over 5 years is better than : 56.70 vs. LMBCX (26.42).
| 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 | 16.285 | 6.626 | 246% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122M | 162B | 0% |
| Annual Yield % from dividends | 0.00 | 1.34 | - |
| Returns for 1 year | 11.76 | 9.16 | 128% |
| Returns for 3 years | 41.21 | 47.18 | 87% |
| Returns for 5 years | 26.42 | 56.70 | 47% |
| Returns for 10 years | 7.39 | 132.09 | 6% |
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