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LMBMX vs VSCIX
LMBMX vs VSCIX Comparison
Open Charts LMBMX vs VSCIX
Franklin U.S. Small Cap Equity IS
Price$15.39
Change-$0.20 (-1.28%)
VolumeN/A
Net Assets122.4M
Vanguard Small Cap Index I
Price$122.49
Change-$1.24 (-1.00%)
VolumeN/A
Net Assets162.36B
LMBMX vs VSCIX Comparison Chart in %
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LMBMX vs. VSCIX commentary
Oct 08, 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: 162B vs. LMBMX (122M). VSCIX pays higher dividends than LMBMX: VSCIX (1.35) vs LMBMX (0.64). LMBMX was incepted earlier than VSCIX: LMBMX (14 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 : 13.60 vs. VSCIX (10.45). VSCIX return over 5 years is better than : 59.15 vs. LMBMX (40.33).
| 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 | 14 years | 28 years | - |
| Gain YTD | 17.306 | 7.708 | 225% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122M | 162B | 0% |
| Annual Yield % from dividends | 0.64 | 1.35 | 47% |
| Returns for 1 year | 13.60 | 10.45 | 130% |
| Returns for 3 years | 48.39 | 48.67 | 99% |
| Returns for 5 years | 40.33 | 59.15 | 68% |
| Returns for 10 years | 26.34 | 134.48 | 20% |
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