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LMBMX vs VSMAX
LMBMX vs VSMAX Comparison
Open Charts LMBMX vs VSMAX
Franklin U.S. Small Cap Equity IS
Price$14.97
Change+$0.55 (+3.81%)
VolumeN/A
Net Assets114.02M
Vanguard Small Cap Index Admiral Shares
Price$120.98
Change+$3.56 (+3.03%)
VolumeN/A
Net Assets154.18B
LMBMX vs VSMAX Comparison Chart in %
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LMBMX vs. VSMAX commentary
Aug 25, 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 Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 154B vs. LMBMX (114M). VSMAX pays higher dividends than LMBMX: VSMAX (1.37) vs LMBMX (0.71). 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 : 12.17 vs. VSMAX (11.21). VSMAX return over 5 years is better than : 64.15 vs. LMBMX (42.95).
| 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 | 12.641 | 5.231 | 242% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114M | 154B | 0% |
| Annual Yield % from dividends | 0.71 | 1.37 | 52% |
| Returns for 1 year | 12.17 | 11.21 | 109% |
| Returns for 3 years | 27.33 | 29.98 | 91% |
| Returns for 5 years | 42.95 | 64.15 | 67% |
| Returns for 10 years | 27.50 | 142.10 | 19% |
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