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LMBMX vs VSCIX
LMBMX vs VSCIX Comparison
Open Charts LMBMX vs VSCIX
Franklin U.S. Small Cap Equity IS
Price$13.83
Change-$0.10 (-0.72%)
VolumeN/A
Net Assets107.68M
Vanguard Small Cap Index I
Price$120.42
Change-$0.60 (-0.50%)
VolumeN/A
Net Assets155.27B
LMBMX vs VSCIX Comparison Chart
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LMBMX vs. VSCIX commentary
Jan 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: 155B vs. LMBMX (108M). 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 : 20.15 vs. LMBMX (11.97). VSCIX return over 5 years is better than : 53.36 vs. LMBMX (20.07).
| 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 | 4.063 | 4.577 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108M | 155B | 0% |
| Annual Yield % from dividends | 0.45 | 1.43 | 31% |
| Returns for 1 year | 11.97 | 20.15 | 59% |
| Returns for 3 years | 14.94 | 24.55 | 61% |
| Returns for 5 years | 20.07 | 53.36 | 38% |
| Returns for 10 years | 8.64 | 125.65 | 7% |
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