Interact to see
Advertisement
Advertisement
LMBMX vs VSCPX
LMBMX vs VSCPX Comparison
Open Charts LMBMX vs VSCPX
Franklin U.S. Small Cap Equity IS
Price$14.97
Change+$0.55 (+3.81%)
VolumeN/A
Net Assets114.02M
Vanguard Small Cap Index InstlPlus
Price$349.18
Change+$10.27 (+3.03%)
VolumeN/A
Net Assets154.18B
LMBMX vs VSCPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LMBMX vs. VSCPX commentary
Aug 25, 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 VSCPX is a Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 154B vs. LMBMX (114M). VSCPX pays higher dividends than LMBMX: VSCPX (1.39) vs LMBMX (0.71). LMBMX was incepted earlier than VSCPX: LMBMX (13 years) vs VSCPX (15 years). LMBMX (0.96) is less costly to investors than VSCPX (0.03). LMBMX is a more actively managed with annual turnover of: 53.00 vs. VSCPX (13.00). LMBMX has a lower initial minimum investment than VSCPX: LMBMX (1000000) vs VSCPX (100000000). LMBMX annual gain was more profitable for investors over the last year : 12.17 vs. VSCPX (11.21). VSCPX return over 5 years is better than : 64.17 vs. LMBMX (42.95).
| LMBMX | VSCPX | LMBMX / VSCPX | |
| Total Expense Ratio | 0.75 | 0.03 | 2,500% |
| Annual Report Gross Expense Ratio | 0.96 | 0.03 | 3,200% |
| Fund Existence | 13 years | 15 years | - |
| Gain YTD | 12.641 | 5.237 | 241% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114M | 154B | 0% |
| Annual Yield % from dividends | 0.71 | 1.39 | 51% |
| Returns for 1 year | 12.17 | 11.21 | 109% |
| Returns for 3 years | 27.33 | 29.99 | 91% |
| Returns for 5 years | 42.95 | 64.17 | 67% |
| Returns for 10 years | 27.50 | 142.18 | 19% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement