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$11.71
Change-$0.14 (-1.18%)
VolumeN/A
Net Assets105.99M
Vanguard Small Cap Index Admiral Shares
Price$116.13
Change-$1.19 (-1.01%)
VolumeN/A
Net Assets153.28B
LMBCX vs VSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LMBCX vs. VSMAX commentary
Jul 13, 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: 153B vs. LMBCX (106M). VSMAX pays higher dividends than LMBCX: VSMAX (1.40) vs LMBCX (0.00). 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 : 8.77 vs. LMBCX (2.54). VSMAX return over 5 years is better than : 69.05 vs. LMBCX (27.90).
| 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 | 3.081 | 1.012 | 304% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106M | 153B | 0% |
| Annual Yield % from dividends | 0.00 | 1.40 | - |
| Returns for 1 year | 2.54 | 8.77 | 29% |
| Returns for 3 years | 24.12 | 37.66 | 64% |
| Returns for 5 years | 27.90 | 69.05 | 40% |
| Returns for 10 years | -13.22 | 104.94 | -13% |