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LMBMX vs VRTIX
LMBMX vs VRTIX Comparison
Open Charts LMBMX vs VRTIX
Franklin U.S. Small Cap Equity IS
Price$15.20
Change+$0.40 (+2.70%)
VolumeN/A
Net Assets117.61M
Vanguard Russell 2000 Index I
Price$364.31
Change+$9.93 (+2.80%)
VolumeN/A
Net Assets13.89B
LMBMX vs VRTIX Comparison Chart in %
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LMBMX vs. VRTIX commentary
Nov 22, 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 Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.9B vs. LMBMX (118M). VRTIX pays higher dividends than LMBMX: VRTIX (1.18) vs LMBMX (0.63). 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). LMBMX annual gain was more profitable for investors over the last year : 1.18 vs. VRTIX (-2.12). VRTIX return over 5 years is better than : 31.34 vs. LMBMX (23.55).
| 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 | 11.362 | 3.856 | 295% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118M | 13.9B | 1% |
| Annual Yield % from dividends | 0.63 | 1.18 | 53% |
| Returns for 1 year | 1.18 | -2.12 | -56% |
| Returns for 3 years | 27.37 | 25.47 | 107% |
| Returns for 5 years | 23.55 | 31.34 | 75% |
| Returns for 10 years | 17.32 | 102.67 | 17% |
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