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LMSIX vs VSCIX
LMSIX vs VSCIX Comparison
Open Charts LMSIX vs VSCIX
Franklin U.S. Small Cap Equity I
Price$14.03
Change+$0.14 (+1.01%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$116.87
Change+$0.97 (+0.84%)
VolumeN/A
CapitalizationN/A
LMSIX vs VSCIX Comparison Chart
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LMSIX vs. VSCIX commentary
Dec 25, 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 LMSIX is a Hold and VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 167B vs. LMSIX (103M). VSCIX pays higher dividends than LMSIX: VSCIX (1.43) vs LMSIX (0.33). LMSIX was incepted earlier than VSCIX: LMSIX (25 years) vs VSCIX (27 years). LMSIX is a more actively managed with annual turnover of: 34.00 vs. VSCIX (12.00). 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 : 13.97 vs. LMSIX (7.05). VSCIX return over 5 years is better than : 48.62 vs. LMSIX (13.69).
| LMSIX | VSCIX | LMSIX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 27 years | - |
| Gain YTD | 7.301 | 14.123 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103M | 167B | 0% |
| Annual Yield % from dividends | 0.33 | 1.43 | 23% |
| Returns for 1 year | 7.05 | 13.97 | 51% |
| Returns for 3 years | 0.50 | 9.43 | 5% |
| Returns for 5 years | 13.69 | 48.62 | 28% |
| Returns for 10 years | 5.13 | 114.52 | 4% |