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LMBCX vs VSMAX
LMBCX vs VSMAX Comparison
Open Charts LMBCX vs VSMAX
Franklin U.S. Small Cap Equity C
Price$11.14
Change-$0.41 (-3.55%)
VolumeN/A
Net Assets101.24M
Vanguard Small Cap Index Admiral Shares
Price$114.81
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
LMBCX vs VSMAX Comparison Chart
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VS
LMBCX vs. VSMAX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. LMBCX (101M). 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 : 11.25 vs. LMBCX (1.30). VSMAX return over 5 years is better than : 44.48 vs. LMBCX (2.23).
| 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 | -1.937 | -0.304 | 637% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 101M | 161B | 0% |
| Annual Yield % from dividends | 0.00 | 1.42 | - |
| Returns for 1 year | 1.30 | 11.25 | 12% |
| Returns for 3 years | 2.32 | 18.86 | 12% |
| Returns for 5 years | 2.23 | 44.48 | 5% |
| Returns for 10 years | -16.02 | 105.78 | -15% |
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