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LMSIX vs VSCIX
LMSIX vs VSCIX Comparison
Open Charts LMSIX vs VSCIX
Franklin U.S. Small Cap Equity I
Price$12.91
Change+$0.20 (+1.57%)
VolumeN/A
Net Assets96.47M
Vanguard Small Cap Index I
Price$108.34
Change+$1.71 (+1.60%)
VolumeN/A
Net Assets153.45B
LMSIX vs VSCIX Comparison Chart
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LMSIX vs. VSCIX commentary
Apr 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 153B vs. LMSIX (96.5M). VSCIX pays higher dividends than LMSIX: VSCIX (1.53) vs LMSIX (1.06). LMSIX was incepted earlier than VSCIX: LMSIX (25 years) vs VSCIX (28 years). LMSIX (1.18) is less costly to investors than VSCIX (0.04). LMSIX is a more actively managed with annual turnover of: 53.00 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 : 0.02 vs. LMSIX (-6.12). VSCIX return over 5 years is better than : 112.54 vs. LMSIX (74.18).
| LMSIX | VSCIX | LMSIX / VSCIX | |
| Total Expense Ratio | 1.03 | 0.04 | 2,575% |
| Annual Report Gross Expense Ratio | 1.18 | 0.04 | 2,950% |
| Fund Existence | 25 years | 28 years | - |
| Gain YTD | -8.098 | -7.311 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.5M | 153B | 0% |
| Annual Yield % from dividends | 1.06 | 1.53 | 69% |
| Returns for 1 year | -6.12 | 0.02 | -32,077% |
| Returns for 3 years | -4.09 | 5.01 | -82% |
| Returns for 5 years | 74.18 | 112.54 | 66% |
| Returns for 10 years | -8.41 | 89.33 | -9% |
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