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LMBMX vs VSMAX
LMBMX vs VSMAX Comparison
Open Charts LMBMX vs VSMAX
Franklin U.S. Small Cap Equity IS
Price$15.48
Change-$0.16 (-1.02%)
VolumeN/A
Net Assets122.14M
Vanguard Small Cap Index Admiral Shares
Price$123.21
Change+$1.50 (+1.23%)
VolumeN/A
Net Assets162.36B
LMBMX vs VSMAX Comparison Chart in %
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LMBMX vs. VSMAX commentary
Oct 24, 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 VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. LMBMX (122M). VSMAX pays higher dividends than LMBMX: VSMAX (1.34) vs LMBMX (0.64). LMBMX was incepted earlier than VSMAX: LMBMX (14 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 : 13.07 vs. VSMAX (7.67). VSMAX return over 5 years is better than : 55.00 vs. LMBMX (40.78).
| 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 | 14 years | 25 years | - |
| Gain YTD | 17.682 | 5.939 | 298% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122M | 162B | 0% |
| Annual Yield % from dividends | 0.64 | 1.34 | 47% |
| Returns for 1 year | 13.07 | 7.67 | 170% |
| Returns for 3 years | 45.49 | 43.50 | 105% |
| Returns for 5 years | 40.78 | 55.00 | 74% |
| Returns for 10 years | 25.29 | 132.37 | 19% |
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