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LMSIX vs VSCIX
LMSIX vs VSCIX Comparison
Open Charts LMSIX vs VSCIX
Franklin U.S. Small Cap Equity I
Price$14.51
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets106.43M
Vanguard Small Cap Index I
Price$115.19
Change-$0.19 (-0.16%)
VolumeN/A
Net Assets154.18B
LMSIX vs VSCIX Comparison Chart in %
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LMSIX vs. VSCIX commentary
Aug 08, 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 LMSIX is a Buy and VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 154B vs. LMSIX (106M). VSCIX pays higher dividends than LMSIX: VSCIX (1.38) vs LMSIX (0.57). LMSIX was incepted earlier than VSCIX: LMSIX (25 years) vs VSCIX (28 years). LMSIX (1.09) is less costly to investors than VSCIX (0.04). LMSIX is a more actively managed with annual turnover of: 53.00 vs. VSCIX (13.00). LMSIX has a lower initial minimum investment than VSCIX: LMSIX (1000000) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : 12.38 vs. LMSIX (10.55). VSCIX return over 5 years is better than : 54.83 vs. LMSIX (31.99).
| LMSIX | VSCIX | LMSIX / VSCIX | |
| Total Expense Ratio | 1.00 | 0.04 | 2,500% |
| Annual Report Gross Expense Ratio | 1.09 | 0.04 | 2,725% |
| Fund Existence | 25 years | 28 years | - |
| Gain YTD | 4.845 | 0.370 | 1,310% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106M | 154B | 0% |
| Annual Yield % from dividends | 0.57 | 1.38 | 41% |
| Returns for 1 year | 10.55 | 12.38 | 85% |
| Returns for 3 years | 19.19 | 22.83 | 84% |
| Returns for 5 years | 31.99 | 54.83 | 58% |
| Returns for 10 years | 8.17 | 108.15 | 8% |
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