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LMSIX vs VSCPX
LMSIX vs VSCPX Comparison
Open Charts LMSIX vs VSCPX
Franklin U.S. Small Cap Equity I
Price$12.08
Change-$0.83 (-6.43%)
VolumeN/A
Net Assets97.8M
Vanguard Small Cap Index InstlPlus
Price$291.80
Change-$20.91 (-6.69%)
VolumeN/A
Net Assets153.45B
LMSIX vs VSCPX Comparison Chart
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LMSIX vs. VSCPX commentary
Apr 04, 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: 153B vs. LMSIX (97.8M). VSCPX pays higher dividends than LMSIX: VSCPX (1.54) vs LMSIX (1.06). LMSIX was incepted earlier than VSCPX: LMSIX (25 years) vs VSCPX (14 years). LMSIX (1.18) is less costly to investors than VSCPX (0.03). LMSIX is a more actively managed with annual turnover of: 53.00 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 : 1.20 vs. LMSIX (-5.27). VSCPX return over 5 years is better than : 116.00 vs. LMSIX (76.92).
| LMSIX | VSCPX | LMSIX / VSCPX | |
| Total Expense Ratio | 1.03 | 0.03 | 3,433% |
| Annual Report Gross Expense Ratio | 1.18 | 0.03 | 3,933% |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | -6.652 | -5.825 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 97.8M | 153B | 0% |
| Annual Yield % from dividends | 1.06 | 1.54 | 69% |
| Returns for 1 year | -5.27 | 1.20 | -438% |
| Returns for 3 years | -2.58 | 6.53 | -39% |
| Returns for 5 years | 76.92 | 116.00 | 66% |
| Returns for 10 years | -7.35 | 91.20 | -8% |
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