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LMBMX vs VSMAX
LMBMX vs VSMAX Comparison
Open Charts LMBMX vs VSMAX
Franklin U.S. Small Cap Equity IS
Price$13.83
Change-$0.10 (-0.72%)
VolumeN/A
Net Assets107.68M
Vanguard Small Cap Index Admiral Shares
Price$120.42
Change-$0.60 (-0.50%)
VolumeN/A
Net Assets155.27B
LMBMX vs VSMAX Comparison Chart
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VS
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LMBMX vs. VSMAX commentary
Jan 23, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 155B 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 : 20.15 vs. LMBMX (11.97). VSMAX return over 5 years is better than : 53.34 vs. LMBMX (20.07).
| 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 | 4.063 | 4.568 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108M | 155B | 0% |
| Annual Yield % from dividends | 0.45 | 1.42 | 32% |
| Returns for 1 year | 11.97 | 20.15 | 59% |
| Returns for 3 years | 14.94 | 24.52 | 61% |
| Returns for 5 years | 20.07 | 53.34 | 38% |
| Returns for 10 years | 8.64 | 125.60 | 7% |
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