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LMBMX vs VSMAX
LMBMX vs VSMAX Comparison
Open Charts LMBMX vs VSMAX
Franklin U.S. Small Cap Equity IS
Price$14.73
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index
Price$121.58
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
LMBMX vs VSMAX Comparison Chart
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VS
VS
LMBMX vs. VSMAX commentary
Nov 22, 2024
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 StrongBuy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 151B vs. LMBMX (108M). VSMAX pays higher dividends than LMBMX: VSMAX (1.42) vs LMBMX (0.45). LMBMX was incepted earlier than VSMAX: LMBMX (13 years) vs VSMAX (24 years). LMBMX is a more actively managed with annual turnover of: 34.00 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 : 32.49 vs. LMBMX (29.03). VSMAX return over 5 years is better than : 61.09 vs. LMBMX (30.52).
| LMBMX | VSMAX | LMBMX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | 17.672 | 19.265 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108M | 151B | 0% |
| Annual Yield % from dividends | 0.45 | 1.42 | 32% |
| Returns for 1 year | 29.03 | 32.49 | 89% |
| Returns for 3 years | -12.57 | 10.66 | -118% |
| Returns for 5 years | 30.52 | 61.09 | 50% |
| Returns for 10 years | 7.45 | 126.80 | 6% |
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