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LMBCX vs VSMAX
LMBCX vs VSMAX Comparison
Open Charts LMBCX vs VSMAX
Franklin U.S. Small Cap Equity C
Price$12.28
Change-$0.18 (-1.44%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$118.05
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
LMBCX vs VSMAX Comparison Chart
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LMBCX vs. VSMAX commentary
Nov 18, 2024
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: 151B vs. LMBCX (107M). VSMAX pays higher dividends than LMBCX: VSMAX (1.42) vs LMBCX (0.00). LMBCX was incepted earlier than VSMAX: LMBCX (16 years) vs VSMAX (24 years). LMBCX is a more actively managed with annual turnover of: 34.00 vs. VSMAX (12.00). 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 : 30.28 vs. LMBCX (26.30). VSMAX return over 5 years is better than : 55.62 vs. LMBCX (14.57).
| LMBCX | VSMAX | LMBCX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | 13.623 | 15.803 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107M | 151B | 0% |
| Annual Yield % from dividends | 0.00 | 1.42 | - |
| Returns for 1 year | 26.30 | 30.28 | 87% |
| Returns for 3 years | -22.88 | 4.74 | -483% |
| Returns for 5 years | 14.57 | 55.62 | 26% |
| Returns for 10 years | -9.40 | 123.30 | -8% |