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LMBMX vs VSCIX
LMBMX vs VSCIX Comparison
Open Charts LMBMX vs VSCIX
Franklin U.S. Small Cap Equity IS
Price$13.05
Change-$0.48 (-3.55%)
VolumeN/A
Net Assets101.24M
Vanguard Small Cap Index I
Price$114.80
Change-$3.11 (-2.64%)
VolumeN/A
Net Assets160.88B
LMBMX vs VSCIX Comparison Chart
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LMBMX vs. VSCIX 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 LMBMX is a Buy and VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 161B vs. LMBMX (101M). VSCIX pays higher dividends than LMBMX: VSCIX (1.43) vs LMBMX (0.45). LMBMX was incepted earlier than VSCIX: LMBMX (13 years) vs VSCIX (28 years). LMBMX is a more actively managed with annual turnover of: 34.00 vs. VSCIX (12.00). LMBMX has a lower initial minimum investment than VSCIX: LMBMX (1000000) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : 11.25 vs. LMBMX (2.94). VSCIX return over 5 years is better than : 44.48 vs. LMBMX (13.48).
| LMBMX | VSCIX | LMBMX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 28 years | - |
| Gain YTD | -1.806 | -0.304 | 594% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 101M | 161B | 0% |
| Annual Yield % from dividends | 0.45 | 1.43 | 31% |
| Returns for 1 year | 2.94 | 11.25 | 26% |
| Returns for 3 years | 7.85 | 18.86 | 42% |
| Returns for 5 years | 13.48 | 44.48 | 30% |
| Returns for 10 years | -1.17 | 105.81 | -1% |