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LMBCX vs VSMAX
LMBCX vs VSMAX Comparison
Open Charts LMBCX vs VSMAX
Franklin U.S. Small Cap Equity C
Price$10.63
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets97.15M
Vanguard Small Cap Index Admiral Shares
Price$107.02
Change-$0.03 (-0.03%)
VolumeN/A
Net Assets139.54B
LMBCX vs VSMAX Comparison Chart
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LMBCX vs. VSMAX commentary
May 11, 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 Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 140B vs. LMBCX (97.1M). VSMAX pays higher dividends than LMBCX: VSMAX (1.56) vs LMBCX (0.51). LMBCX was incepted earlier than VSMAX: LMBCX (16 years) vs VSMAX (25 years). LMBCX (2.15) 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 : 0.37 vs. LMBCX (-5.22). VSMAX return over 5 years is better than : 67.81 vs. LMBCX (24.78).
| LMBCX | VSMAX | LMBCX / VSMAX | |
| Total Expense Ratio | 2.08 | 0.05 | 4,160% |
| Annual Report Gross Expense Ratio | 2.15 | 0.05 | 4,300% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | -6.426 | -6.980 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 97.1M | 140B | 0% |
| Annual Yield % from dividends | 0.51 | 1.56 | 33% |
| Returns for 1 year | -5.22 | 0.37 | -1,399% |
| Returns for 3 years | 7.35 | 22.79 | 32% |
| Returns for 5 years | 24.78 | 67.81 | 37% |
| Returns for 10 years | -20.29 | 91.55 | -22% |
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