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LMBMX vs VSCIX
LMBMX vs VSCIX Comparison
Open Charts LMBMX vs VSCIX
Franklin U.S. Small Cap Equity IS
Price$13.95
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets107.25M
Vanguard Small Cap Index I
Price$117.31
Change+$0.64 (+0.55%)
VolumeN/A
Net Assets153.28B
LMBMX vs VSCIX Comparison Chart in %
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LMBMX vs. VSCIX commentary
Jul 12, 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: 153B vs. LMBMX (107M). VSCIX pays higher dividends than LMBMX: VSCIX (1.41) vs LMBMX (0.73). 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). VSCIX annual gain was more profitable for investors over the last year : 12.05 vs. LMBMX (8.49). VSCIX return over 5 years is better than : 69.86 vs. LMBMX (43.48).
| 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 | 4.816 | 1.492 | 323% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107M | 153B | 0% |
| Annual Yield % from dividends | 0.73 | 1.41 | 52% |
| Returns for 1 year | 8.49 | 12.05 | 70% |
| Returns for 3 years | 31.49 | 37.84 | 83% |
| Returns for 5 years | 43.48 | 69.86 | 62% |
| Returns for 10 years | 3.85 | 107.00 | 4% |