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LMBMX vs VSCPX
LMBMX vs VSCPX Comparison
Open Charts LMBMX vs VSCPX
Franklin U.S. Small Cap Equity IS
Price$15.89
Change+$0.38 (+2.45%)
VolumeN/A
Net Assets118.12M
Vanguard Small Cap Index InstlPlus
Price$353.08
Change-$0.19 (-0.05%)
VolumeN/A
Net Assets161.26B
LMBMX vs VSCPX Comparison Chart in %
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LMBMX vs. VSCPX commentary
Sep 19, 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 VSCPX is a Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 161B vs. LMBMX (118M). VSCPX pays higher dividends than LMBMX: VSCPX (1.33) vs LMBMX (0.66). LMBMX was incepted earlier than VSCPX: LMBMX (14 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 : 13.18 vs. VSCPX (9.76). VSCPX return over 5 years is better than : 67.52 vs. LMBMX (48.80).
| 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 | 14 years | 15 years | - |
| Gain YTD | 16.704 | 6.470 | 258% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118M | 161B | 0% |
| Annual Yield % from dividends | 0.66 | 1.33 | 50% |
| Returns for 1 year | 13.18 | 9.76 | 135% |
| Returns for 3 years | 40.32 | 38.97 | 103% |
| Returns for 5 years | 48.80 | 67.52 | 72% |
| Returns for 10 years | 25.78 | 133.05 | 19% |
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