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LMSIX vs VSCPX
LMSIX vs VSCPX Comparison
Open Charts LMSIX vs VSCPX
Franklin U.S. Small Cap Equity I
Price$13.56
Change-$0.26 (-1.88%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index InstlPlus
Price$307.28
Change-$4.80 (-1.54%)
VolumeN/A
CapitalizationN/A
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LMSIX vs VSCPX Comparison Chart
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LMSIX vs. VSCPX 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 VSCPX is a Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 149B vs. LMSIX (95.4M). VSCPX pays higher dividends than LMSIX: VSCPX (1.44) vs LMSIX (0.33). LMSIX was incepted earlier than VSCPX: LMSIX (25 years) vs VSCPX (14 years). LMSIX is a more actively managed with annual turnover of: 34.00 vs. VSCPX (12.00). LMSIX has a lower initial minimum investment than VSCPX: LMSIX (1000000) vs VSCPX (100000000). LMSIX annual gain was more profitable for investors over the last year : 15.85 vs. VSCPX (14.28). VSCPX return over 5 years is better than : 49.02 vs. LMSIX (26.68).
| LMSIX | VSCPX | LMSIX / VSCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | 6.162 | 5.994 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 95.4M | 149B | 0% |
| Annual Yield % from dividends | 0.33 | 1.44 | 23% |
| Returns for 1 year | 15.85 | 14.28 | 111% |
| Returns for 3 years | -18.50 | -0.33 | 5,523% |
| Returns for 5 years | 26.68 | 49.02 | 54% |
| Returns for 10 years | 2.08 | 103.63 | 2% |
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