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LMBMX vs VSCIX
LMBMX vs VSCIX Comparison
Open Charts LMBMX vs VSCIX
Franklin U.S. Small Cap Equity IS
Price$14.29
Change-$0.05 (-0.35%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$115.98
Change-$0.14 (-0.12%)
VolumeN/A
CapitalizationN/A
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LMBMX vs VSCIX Comparison Chart
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LMBMX vs. VSCIX commentary
Oct 18, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 152B vs. LMBMX (105M). VSCIX pays higher dividends than LMBMX: VSCIX (1.43) vs LMBMX (0.45). LMBMX was incepted earlier than VSCIX: LMBMX (13 years) vs VSCIX (27 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). LMBMX (29.43) and VSCIX (28.46) have marching annual gain over last year. VSCIX return over 5 years is better than : 59.57 vs. LMBMX (31.66).
| LMBMX | VSCIX | LMBMX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 27 years | - |
| Gain YTD | 14.556 | 13.912 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 105M | 152B | 0% |
| Annual Yield % from dividends | 0.45 | 1.43 | 31% |
| Returns for 1 year | 29.43 | 28.46 | 103% |
| Returns for 3 years | -12.34 | 8.09 | -152% |
| Returns for 5 years | 31.66 | 59.57 | 53% |
| Returns for 10 years | 16.38 | 138.05 | 12% |
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