Interact to see
Advertisement
Advertisement
LMSIX vs VSCIX
LMSIX vs VSCIX Comparison
Open Charts LMSIX vs VSCIX
Franklin U.S. Small Cap Equity I
Price$14.10
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets104.53M
Vanguard Small Cap Index I
Price$113.78
Change+$0.20 (+0.18%)
VolumeN/A
Net Assets147.56B
LMSIX vs VSCIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LMSIX vs. VSCIX commentary
Jun 30, 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 Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 148B vs. LMSIX (105M). VSCIX pays higher dividends than LMSIX: VSCIX (1.49) vs LMSIX (1.01). 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 : 9.13 vs. LMSIX (6.05). VSCIX return over 5 years is better than : 71.40 vs. LMSIX (44.66).
| 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 | 1.952 | -1.096 | -178% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 105M | 148B | 0% |
| Annual Yield % from dividends | 1.01 | 1.49 | 68% |
| Returns for 1 year | 6.05 | 9.13 | 66% |
| Returns for 3 years | 27.76 | 33.59 | 83% |
| Returns for 5 years | 44.66 | 71.40 | 63% |
| Returns for 10 years | 2.89 | 103.49 | 3% |