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LMBMX vs VSMAX
LMBMX vs VSMAX Comparison
Open Charts LMBMX vs VSMAX
Franklin U.S. Small Cap Equity IS
Price$11.60
Change-$0.80 (-6.45%)
VolumeN/A
Net Assets97.8M
Vanguard Small Cap Index Admiral Shares
Price$101.10
Change-$7.25 (-6.69%)
VolumeN/A
Net Assets153.45B
LMBMX vs VSMAX Comparison Chart
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LMBMX vs. VSMAX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. LMBMX (97.8M). VSMAX pays higher dividends than LMBMX: VSMAX (1.52) vs LMBMX (1.24). LMBMX was incepted earlier than VSMAX: LMBMX (13 years) vs VSMAX (24 years). LMBMX (0.97) is less costly to investors than VSMAX (0.05). LMBMX is a more actively managed with annual turnover of: 53.00 vs. VSMAX (12.00). VSMAX has a lower initial minimum investment than LMBMX: VSMAX (3000) vs LMBMX (1000000). VSMAX annual gain was more profitable for investors over the last year : 1.20 vs. LMBMX (-5.29). VSMAX return over 5 years is better than : 115.95 vs. LMBMX (76.09).
| LMBMX | VSMAX | LMBMX / VSMAX | |
| Total Expense Ratio | 0.78 | 0.05 | 1,560% |
| Annual Report Gross Expense Ratio | 0.97 | 0.05 | 1,940% |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | -6.697 | -5.824 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 97.8M | 153B | 0% |
| Annual Yield % from dividends | 1.24 | 1.52 | 82% |
| Returns for 1 year | -5.29 | 1.20 | -439% |
| Returns for 3 years | -2.61 | 6.53 | -40% |
| Returns for 5 years | 76.09 | 115.95 | 66% |
| Returns for 10 years | -8.46 | 91.10 | -9% |