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LMBMX vs VSMAX
LMBMX vs VSMAX Comparison
Open Charts LMBMX vs VSMAX
Franklin U.S. Small Cap Equity IS
Price$13.56
Change+$0.05 (+0.37%)
VolumeN/A
Net Assets104.53M
Vanguard Small Cap Index Admiral Shares
Price$113.78
Change+$0.20 (+0.18%)
VolumeN/A
Net Assets147.56B
LMBMX vs VSMAX Comparison Chart in %
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LMBMX vs. VSMAX commentary
Jun 29, 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: 148B vs. LMBMX (105M). 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 : 9.13 vs. LMBMX (6.10). VSMAX return over 5 years is better than : 71.35 vs. LMBMX (44.26).
| 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 | 2.032 | -1.105 | -184% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 105M | 148B | 0% |
| Annual Yield % from dividends | 1.18 | 1.48 | 80% |
| Returns for 1 year | 6.10 | 9.13 | 67% |
| Returns for 3 years | 28.00 | 33.59 | 83% |
| Returns for 5 years | 44.26 | 71.35 | 62% |
| Returns for 10 years | 1.81 | 103.44 | 2% |