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LMSIX vs VSMAX
LMSIX vs VSMAX Comparison
Open Charts LMSIX vs VSMAX
Franklin U.S. Small Cap Equity I
Price$13.81
Change+$0.19 (+1.40%)
VolumeN/A
Net Assets101.1M
Vanguard Small Cap Index Admiral Shares
Price$111.64
Change+$1.26 (+1.14%)
VolumeN/A
Net Assets147.56B
LMSIX vs VSMAX Comparison Chart
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LMSIX vs. VSMAX 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 VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. LMSIX (101M). VSMAX pays higher dividends than LMSIX: VSMAX (1.48) vs LMSIX (1.01). LMSIX was incepted earlier than VSMAX: LMSIX (25 years) vs VSMAX (25 years). LMSIX (1.09) is less costly to investors than VSMAX (0.05). LMSIX is a more actively managed with annual turnover of: 53.00 vs. VSMAX (13.00). VSMAX has a lower initial minimum investment than LMSIX: VSMAX (3000) vs LMSIX (1000000). VSMAX annual gain was more profitable for investors over the last year : 5.16 vs. LMSIX (1.79). VSMAX return over 5 years is better than : 52.39 vs. LMSIX (27.48).
| LMSIX | VSMAX | LMSIX / VSMAX | |
| Total Expense Ratio | 1.00 | 0.05 | 2,000% |
| Annual Report Gross Expense Ratio | 1.09 | 0.05 | 2,180% |
| Fund Existence | 25 years | 25 years | - |
| Gain YTD | -1.518 | -4.060 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 101M | 148B | 0% |
| Annual Yield % from dividends | 1.01 | 1.48 | 68% |
| Returns for 1 year | 1.79 | 5.16 | 35% |
| Returns for 3 years | 7.64 | 16.71 | 46% |
| Returns for 5 years | 27.48 | 52.39 | 52% |
| Returns for 10 years | -1.30 | 96.62 | -1% |
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