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LMBCX vs VSMAX
LMBCX vs VSMAX Comparison
Open Charts LMBCX vs VSMAX
Franklin U.S. Small Cap Equity C
Price$9.96
Change+$0.76 (+8.26%)
VolumeN/A
Net Assets92.3M
Vanguard Small Cap Index Admiral Shares
Price$97.22
Change-$4.33 (-4.26%)
VolumeN/A
Net Assets143.36B
LMBCX vs VSMAX Comparison Chart
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LMBCX vs. VSMAX commentary
Apr 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: 143B vs. LMBCX (92.3M). VSMAX pays higher dividends than LMBCX: VSMAX (1.52) vs LMBCX (0.50). LMBCX was incepted earlier than VSMAX: LMBCX (16 years) vs VSMAX (24 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 (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 : -13.67 vs. LMBCX (-18.62). VSMAX return over 5 years is better than : 56.52 vs. LMBCX (15.70).
| 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 | 24 years | - |
| Gain YTD | -19.014 | -19.288 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 92.3M | 143B | 0% |
| Annual Yield % from dividends | 0.50 | 1.52 | 33% |
| Returns for 1 year | -18.62 | -13.67 | 136% |
| Returns for 3 years | -15.65 | -5.11 | 306% |
| Returns for 5 years | 15.70 | 56.52 | 28% |
| Returns for 10 years | -32.52 | 63.59 | -51% |
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