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LMSIX vs VSCIX
LMSIX vs VSCIX Comparison
Open Charts LMSIX vs VSCIX
Franklin U.S. Small Cap Equity I
Price$13.56
Change-$0.26 (-1.88%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$106.46
Change-$1.66 (-1.54%)
VolumeN/A
CapitalizationN/A
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LMSIX vs VSCIX Comparison Chart
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LMSIX vs. VSCIX commentary
Sep 08, 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 StrongSell and VSCIX is a Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 149B vs. LMSIX (95.4M). 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). LMSIX annual gain was more profitable for investors over the last year : 15.85 vs. VSCIX (14.28). VSCIX return over 5 years is better than : 49.00 vs. LMSIX (26.68).
| 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 | 6.162 | 5.988 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 95.4M | 149B | 0% |
| Annual Yield % from dividends | 0.33 | 1.43 | 23% |
| Returns for 1 year | 15.85 | 14.28 | 111% |
| Returns for 3 years | -18.50 | -0.35 | 5,359% |
| Returns for 5 years | 26.68 | 49.00 | 54% |
| Returns for 10 years | 2.08 | 103.56 | 2% |
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