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LMSIX vs VSCPX
LMSIX vs VSCPX Comparison
Open Charts LMSIX vs VSCPX
Franklin U.S. Small Cap Equity I
Price$13.81
Change+$0.19 (+1.40%)
VolumeN/A
Net Assets101.1M
Vanguard Small Cap Index InstlPlus
Price$322.22
Change+$3.63 (+1.14%)
VolumeN/A
Net Assets147.56B
LMSIX vs VSCPX Comparison Chart
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LMSIX vs. VSCPX commentary
Jun 07, 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 VSCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 148B vs. LMSIX (101M). VSCPX pays higher dividends than LMSIX: VSCPX (1.50) vs LMSIX (1.01). LMSIX was incepted earlier than VSCPX: LMSIX (25 years) vs VSCPX (14 years). LMSIX (1.09) is less costly to investors than VSCPX (0.03). LMSIX is a more actively managed with annual turnover of: 53.00 vs. VSCPX (13.00). LMSIX has a lower initial minimum investment than VSCPX: LMSIX (1000000) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 5.16 vs. LMSIX (1.79). VSCPX return over 5 years is better than : 52.42 vs. LMSIX (27.48).
| LMSIX | VSCPX | LMSIX / VSCPX | |
| Total Expense Ratio | 1.00 | 0.03 | 3,333% |
| Annual Report Gross Expense Ratio | 1.09 | 0.03 | 3,633% |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | -1.518 | -4.054 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 101M | 148B | 0% |
| Annual Yield % from dividends | 1.01 | 1.50 | 67% |
| Returns for 1 year | 1.79 | 5.16 | 35% |
| Returns for 3 years | 7.64 | 16.73 | 46% |
| Returns for 5 years | 27.48 | 52.42 | 52% |
| Returns for 10 years | -1.30 | 96.69 | -1% |
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