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LMBCX vs VSMAX
LMBCX vs VSMAX Comparison
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LMBCX vs VSMAX Comparison Chart in %
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VS
VS
LMBCX vs. VSMAX commentary
Jul 06, 2026
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: 183B vs. LMBCX (147M). VSMAX pays higher dividends than LMBCX: VSMAX (1.18) vs LMBCX (0.00). LMBCX was incepted earlier than VSMAX: LMBCX (17 years) vs VSMAX (26 years). LMBCX (2.07) is less costly to investors than VSMAX (0.05). LMBCX is a more actively managed with annual turnover of: 48.00 vs. VSMAX (17.00). LMBCX has a lower initial minimum investment than VSMAX: LMBCX (1000) vs VSMAX (3000). LMBCX (25.49) and VSMAX (24.74) have marching annual gain over last year. VSMAX return over 5 years is better than : 35.21 vs. LMBCX (-0.93).
| LMBCX | VSMAX | LMBCX / VSMAX | |
| Total Expense Ratio | 2.05 | 0.05 | 4,100% |
| Annual Report Gross Expense Ratio | 2.07 | 0.05 | 4,140% |
| Fund Existence | 17 years | 26 years | - |
| Gain YTD | 16.918 | 16.696 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 147M | 183B | 0% |
| Annual Yield % from dividends | 0.00 | 1.18 | - |
| Returns for 1 year | 25.49 | 24.74 | 103% |
| Returns for 3 years | 48.21 | 52.19 | 92% |
| Returns for 5 years | -0.93 | 35.21 | -3% |
| Returns for 10 years | 30.21 | 168.92 | 18% |
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