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LMBMX vs VRTIX
LMBMX vs VRTIX Comparison
Open Charts LMBMX vs VRTIX
Franklin U.S. Small Cap Equity IS
Price$15.39
Change-$0.20 (-1.28%)
VolumeN/A
Net Assets122.4M
Vanguard Russell 2000 Index I
Price$377.47
Change-$4.27 (-1.12%)
VolumeN/A
Net Assets13.58B
LMBMX vs VRTIX Comparison Chart in %
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LMBMX vs. VRTIX commentary
Oct 08, 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 LMBMX is a Hold and VRTIX is a Buy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.6B vs. LMBMX (122M). VRTIX pays higher dividends than LMBMX: VRTIX (1.20) vs LMBMX (0.64). LMBMX was incepted earlier than VRTIX: LMBMX (14 years) vs VRTIX (15 years). LMBMX (0.96) is less costly to investors than VRTIX (0.07). LMBMX is a more actively managed with annual turnover of: 53.00 vs. VRTIX (12.00). LMBMX has a lower initial minimum investment than VRTIX: LMBMX (1000000) vs VRTIX (5000000). VRTIX (13.81) and LMBMX (13.60) have marching annual gain over last year. VRTIX return over 5 years is better than : 55.34 vs. LMBMX (40.33).
| LMBMX | VRTIX | LMBMX / VRTIX | |
| Total Expense Ratio | 0.75 | 0.07 | 1,071% |
| Annual Report Gross Expense Ratio | 0.96 | 0.07 | 1,371% |
| Fund Existence | 14 years | 15 years | - |
| Gain YTD | 17.306 | 11.874 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122M | 13.6B | 1% |
| Annual Yield % from dividends | 0.64 | 1.20 | 53% |
| Returns for 1 year | 13.60 | 13.81 | 99% |
| Returns for 3 years | 48.39 | 47.99 | 101% |
| Returns for 5 years | 40.33 | 55.34 | 73% |
| Returns for 10 years | 26.34 | 123.07 | 21% |
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