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LMBMX vs VSCIX
LMBMX vs VSCIX Comparison
Open Charts LMBMX vs VSCIX
Franklin U.S. Small Cap Equity IS
Price$15.45
Change-$0.03 (-0.19%)
VolumeN/A
Net Assets118.12M
Vanguard Small Cap Index I
Price$122.39
Change-$0.15 (-0.12%)
VolumeN/A
Net Assets161.26B
LMBMX vs VSCIX Comparison Chart in %
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LMBMX vs. VSCIX commentary
Sep 17, 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 VSCIX is a Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 161B vs. LMBMX (118M). VSCIX pays higher dividends than LMBMX: VSCIX (1.32) vs LMBMX (0.66). 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 : 14.12 vs. VSCIX (10.50). VSCIX return over 5 years is better than : 66.44 vs. LMBMX (48.37).
| LMBMX | VSCIX | LMBMX / VSCIX | |
| Total Expense Ratio | 0.75 | 0.04 | 1,875% |
| Annual Report Gross Expense Ratio | 0.96 | 0.04 | 2,400% |
| Fund Existence | 13 years | 28 years | - |
| Gain YTD | 16.479 | 6.598 | 250% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118M | 161B | 0% |
| Annual Yield % from dividends | 0.66 | 1.32 | 50% |
| Returns for 1 year | 14.12 | 10.50 | 134% |
| Returns for 3 years | 41.17 | 39.12 | 105% |
| Returns for 5 years | 48.37 | 66.44 | 73% |
| Returns for 10 years | 25.44 | 133.31 | 19% |