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LMSIX vs VSCPX
LMSIX vs VSCPX Comparison
Open Charts LMSIX vs VSCPX
Franklin U.S. Small Cap Equity I
Price$14.10
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets104.53M
Vanguard Small Cap Index InstlPlus
Price$328.41
Change+$0.58 (+0.18%)
VolumeN/A
Net Assets147.56B
LMSIX vs VSCPX Comparison Chart in %
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LMSIX vs. VSCPX 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 VSCPX is a Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 148B vs. LMSIX (105M). VSCPX pays higher dividends than LMSIX: VSCPX (1.50) vs LMSIX (1.01). LMSIX was incepted earlier than VSCPX: LMSIX (25 years) vs VSCPX (15 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 : 9.13 vs. LMSIX (6.05). VSCPX return over 5 years is better than : 71.41 vs. LMSIX (44.66).
| 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 | 15 years | - |
| Gain YTD | 1.952 | -1.097 | -178% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 105M | 148B | 0% |
| Annual Yield % from dividends | 1.01 | 1.50 | 67% |
| Returns for 1 year | 6.05 | 9.13 | 66% |
| Returns for 3 years | 27.76 | 33.61 | 83% |
| Returns for 5 years | 44.66 | 71.41 | 63% |
| Returns for 10 years | 2.89 | 103.53 | 3% |
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