LMBMX
Price
$13.28
Change
+$0.19 (+1.45%)
Updated
Jun 6 closing price
Net Assets
101.1M
VSMAX
Price
$111.64
Change
+$1.26 (+1.14%)
Updated
Jun 6 closing price
Net Assets
147.56B
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LMBMX vs VSMAX

Header iconLMBMX vs VSMAX Comparison
Open Charts LMBMX vs VSMAXBanner chart's image
Franklin U.S. Small Cap Equity IS
Price$13.28
Change+$0.19 (+1.45%)
VolumeN/A
Net Assets101.1M
Vanguard Small Cap Index Admiral Shares
Price$111.64
Change+$1.26 (+1.14%)
VolumeN/A
Net Assets147.56B
LMBMX vs VSMAX Comparison Chart
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VS
LMBMX vs. VSMAX commentary
Jun 07, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. LMBMX (101M). VSMAX pays higher dividends than LMBMX: VSMAX (1.48) vs LMBMX (1.18). 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 : 5.16 vs. LMBMX (1.82). VSMAX return over 5 years is better than : 52.39 vs. LMBMX (27.10).
LMBMXVSMAXLMBMX / VSMAX
Total Expense Ratio0.750.051,500%
Annual Report Gross Expense Ratio0.960.051,920%
Fund Existence13 years25 years-
Gain YTD-1.505-4.06037%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets101M148B0%
Annual Yield % from dividends1.181.4880%
Returns for 1 year1.825.1635%
Returns for 3 years7.6616.7146%
Returns for 5 years27.1052.3952%
Returns for 10 years-2.4196.62-2%
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