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LMBMX vs VSMAX
LMBMX vs VSMAX Comparison
Open Charts LMBMX vs VSMAX
Franklin U.S. Small Cap Equity IS
Price$13.60
Change-$0.26 (-1.88%)
VolumeN/A
Net Assets103.88M
Vanguard Small Cap Index Admiral Shares
Price$113.88
Change-$1.83 (-1.58%)
VolumeN/A
Net Assets153.28B
LMBMX vs VSMAX Comparison Chart in %
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LMBMX vs. VSMAX commentary
Aug 03, 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: 153B vs. LMBMX (104M). 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). VSMAX annual gain was more profitable for investors over the last year : 4.64 vs. LMBMX (0.26). VSMAX return over 5 years is better than : 58.47 vs. LMBMX (34.20).
| 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 | 2.333 | -0.945 | -247% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 104M | 153B | 0% |
| Annual Yield % from dividends | 0.71 | 1.37 | 52% |
| Returns for 1 year | 0.26 | 4.64 | 6% |
| Returns for 3 years | 19.14 | 24.17 | 79% |
| Returns for 5 years | 34.20 | 58.47 | 58% |
| Returns for 10 years | 3.97 | 105.64 | 4% |
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