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LMSIX vs VSCPX
LMSIX vs VSCPX Comparison
Open Charts LMSIX vs VSCPX
Franklin U.S. Small Cap Equity I
Price$15.30
Change+$0.23 (+1.53%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index InstlPlus
Price$350.92
Change+$5.54 (+1.60%)
VolumeN/A
CapitalizationN/A
LMSIX vs VSCPX Comparison Chart
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LMSIX vs. VSCPX commentary
Nov 22, 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 StrongBuy and VSCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 151B vs. LMSIX (108M). 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). VSCPX annual gain was more profitable for investors over the last year : 32.50 vs. LMSIX (28.90). VSCPX return over 5 years is better than : 61.12 vs. LMSIX (30.91).
| 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 | 17.531 | 19.272 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108M | 151B | 0% |
| Annual Yield % from dividends | 0.33 | 1.44 | 23% |
| Returns for 1 year | 28.90 | 32.50 | 89% |
| Returns for 3 years | -12.17 | 10.67 | -114% |
| Returns for 5 years | 30.91 | 61.12 | 51% |
| Returns for 10 years | 9.04 | 126.93 | 7% |
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