LMBMX
Price
$14.97
Change
+$0.55 (+3.81%)
Updated
Aug 22 closing price
Net Assets
114.02M
VSCIX
Price
$120.97
Change
+$3.55 (+3.02%)
Updated
Aug 22 closing price
Net Assets
154.18B
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LMBMX vs VSCIX

Header iconLMBMX vs VSCIX Comparison
Open Charts LMBMX vs VSCIXBanner chart's image
Franklin U.S. Small Cap Equity IS
Price$14.97
Change+$0.55 (+3.81%)
VolumeN/A
Net Assets114.02M
Vanguard Small Cap Index I
Price$120.97
Change+$3.55 (+3.02%)
VolumeN/A
Net Assets154.18B
LMBMX vs VSCIX Comparison Chart in %
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LMBMX vs. VSCIX commentary
Aug 25, 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 Buy and VSCIX is a Buy.

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FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 154B vs. LMBMX (114M). VSCIX pays higher dividends than LMBMX: VSCIX (1.38) vs LMBMX (0.71). LMBMX was incepted earlier than VSCIX: LMBMX (13 years) vs VSCIX (28 years). LMBMX (0.96) is less costly to investors than VSCIX (0.04). LMBMX is a more actively managed with annual turnover of: 53.00 vs. VSCIX (13.00). LMBMX has a lower initial minimum investment than VSCIX: LMBMX (1000000) vs VSCIX (5000000). LMBMX annual gain was more profitable for investors over the last year : 12.17 vs. VSCIX (11.21). VSCIX return over 5 years is better than : 64.15 vs. LMBMX (42.95).
LMBMXVSCIXLMBMX / VSCIX
Total Expense Ratio0.750.041,875%
Annual Report Gross Expense Ratio0.960.042,400%
Fund Existence13 years28 years-
Gain YTD12.6415.233242%
Front LoadN/AN/A-
Min. Initial Investment1000000500000020%
Min. Initial Investment IRAN/AN/A-
Net Assets114M154B0%
Annual Yield % from dividends0.711.3852%
Returns for 1 year12.1711.21109%
Returns for 3 years27.3329.9891%
Returns for 5 years42.9564.1567%
Returns for 10 years27.50142.1319%
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