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LMBMX vs VSMAX
LMBMX vs VSMAX Comparison
Open Charts LMBMX vs VSMAX
LMBMX vs VSMAX Comparison Chart in %
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LMBMX vs. VSMAX commentary
Sep 20, 2026
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: 185B vs. LMBMX (150M). VSMAX pays higher dividends than LMBMX: VSMAX (1.20) vs LMBMX (0.34). LMBMX was incepted earlier than VSMAX: LMBMX (15 years) vs VSMAX (26 years). LMBMX (0.92) is less costly to investors than VSMAX (0.05). LMBMX is a more actively managed with annual turnover of: 48.00 vs. VSMAX (17.00). 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 : 12.08 vs. LMBMX (10.13). VSMAX return over 5 years is better than : 31.84 vs. LMBMX (10.45).
| LMBMX | VSMAX | LMBMX / VSMAX | |
| Total Expense Ratio | 0.75 | 0.05 | 1,500% |
| Annual Report Gross Expense Ratio | 0.92 | 0.05 | 1,840% |
| Fund Existence | 15 years | 26 years | - |
| Gain YTD | 16.200 | 12.432 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 150M | 185B | 0% |
| Annual Yield % from dividends | 0.34 | 1.20 | 29% |
| Returns for 1 year | 10.13 | 12.08 | 84% |
| Returns for 3 years | 56.96 | 50.62 | 113% |
| Returns for 5 years | 10.45 | 31.84 | 33% |
| Returns for 10 years | 45.57 | 150.57 | 30% |
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