LMBMX
Price
$12.45
Change
-$0.00 (-0.00%)
Updated
Apr 17, 6:59 PM EST
VSMAX
Price
$101.18
Change
-$0.00 (-0.00%)
Updated
Apr 17, 6:59 PM EST
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Analysis and predictions LMBMX vs VSMAX

Header iconLMBMX vs VSMAX Comparison
Open Charts LMBMX vs VSMAXBanner chart's image
Franklin U.S. Small Cap Equity IS
Price$12.45
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$101.18
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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LMBMX vs VSMAX Comparison Chart

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VS
LMBMX vs. VSMAX commentary
Apr 19, 2024

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 StrongSell and VSMAX is a StrongSell.

FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 145B vs. LMBMX (91.8M). VSMAX pays higher dividends than LMBMX: VSMAX (1.42) vs LMBMX (0.45). LMBMX was incepted earlier than VSMAX: LMBMX (12 years) vs VSMAX (23 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). LMBMX annual gain was more profitable for investors over the last year : 12.72 vs. VSMAX (12.07). VSMAX return over 5 years is better than : 37.62 vs. LMBMX (7.74).
LMBMXVSMAXLMBMX / VSMAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence12 years23 years-
Gain YTD-0.955-0.897106%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets91.8M145B0%
Annual Yield % from dividends0.451.4232%
Returns for 1 year12.7212.07105%
Returns for 3 years-21.94-3.74588%
Returns for 5 years7.7437.6221%
Returns for 10 years-4.49100.82-4%
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