Interact to see
Advertisement
Advertisement
LMSIX vs VSCPX
LMSIX vs VSCPX Comparison
Open Charts LMSIX vs VSCPX
Franklin U.S. Small Cap Equity I
Price$16.18
Change+$0.17 (+1.06%)
VolumeN/A
Net Assets120.84M
Vanguard Small Cap Index InstlPlus
Price$356.80
Change+$3.24 (+0.92%)
VolumeN/A
Net Assets162.36B
LMSIX vs VSCPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LMSIX vs. VSCPX commentary
Oct 09, 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: 162B vs. LMSIX (121M). VSCPX pays higher dividends than LMSIX: VSCPX (1.36) vs LMSIX (0.51). LMSIX was incepted earlier than VSCPX: LMSIX (26 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). LMSIX annual gain was more profitable for investors over the last year : 11.96 vs. VSCPX (9.16). VSCPX return over 5 years is better than : 56.74 vs. LMSIX (38.24).
| 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 | 26 years | 15 years | - |
| Gain YTD | 15.763 | 6.632 | 238% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 162B | 0% |
| Annual Yield % from dividends | 0.51 | 1.36 | 37% |
| Returns for 1 year | 11.96 | 9.16 | 131% |
| Returns for 3 years | 46.50 | 47.20 | 99% |
| Returns for 5 years | 38.24 | 56.74 | 67% |
| Returns for 10 years | 26.05 | 132.19 | 20% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement