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LMBMX vs VSMAX
LMBMX vs VSMAX Comparison
Open Charts LMBMX vs VSMAX
Franklin U.S. Small Cap Equity IS
Price$15.45
Change-$0.03 (-0.19%)
VolumeN/A
Net Assets118.12M
Vanguard Small Cap Index Admiral Shares
Price$122.39
Change-$0.15 (-0.12%)
VolumeN/A
Net Assets161.26B
LMBMX vs VSMAX Comparison Chart in %
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LMBMX vs. VSMAX commentary
Sep 17, 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 VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. LMBMX (118M). VSMAX pays higher dividends than LMBMX: VSMAX (1.31) vs LMBMX (0.66). LMBMX was incepted earlier than VSMAX: LMBMX (13 years) vs VSMAX (25 years). LMBMX (0.96) is less costly to investors than VSMAX (0.05). LMBMX is a more actively managed with annual turnover of: 53.00 vs. VSMAX (13.00). VSMAX has a lower initial minimum investment than LMBMX: VSMAX (3000) vs LMBMX (1000000). LMBMX annual gain was more profitable for investors over the last year : 14.12 vs. VSMAX (10.49). VSMAX return over 5 years is better than : 66.40 vs. LMBMX (48.37).
| LMBMX | VSMAX | LMBMX / VSMAX | |
| Total Expense Ratio | 0.75 | 0.05 | 1,500% |
| Annual Report Gross Expense Ratio | 0.96 | 0.05 | 1,920% |
| Fund Existence | 13 years | 25 years | - |
| Gain YTD | 16.479 | 6.588 | 250% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118M | 161B | 0% |
| Annual Yield % from dividends | 0.66 | 1.31 | 50% |
| Returns for 1 year | 14.12 | 10.49 | 135% |
| Returns for 3 years | 41.17 | 39.11 | 105% |
| Returns for 5 years | 48.37 | 66.40 | 73% |
| Returns for 10 years | 25.44 | 133.25 | 19% |
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