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LMSIX vs VSMAX
LMSIX vs VSMAX Comparison
Open Charts LMSIX vs VSMAX
Franklin U.S. Small Cap Equity I
Price$14.03
Change+$0.14 (+1.01%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Admiral Shares
Price$116.88
Change+$0.97 (+0.84%)
VolumeN/A
CapitalizationN/A
LMSIX vs VSMAX Comparison Chart
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LMSIX vs. VSMAX commentary
Dec 25, 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 Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 167B vs. LMSIX (103M). VSMAX pays higher dividends than LMSIX: VSMAX (1.42) vs LMSIX (0.33). LMSIX was incepted earlier than VSMAX: LMSIX (25 years) vs VSMAX (24 years). LMSIX is a more actively managed with annual turnover of: 34.00 vs. VSMAX (12.00). 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 : 13.97 vs. LMSIX (7.05). VSMAX return over 5 years is better than : 48.61 vs. LMSIX (13.69).
| LMSIX | VSMAX | LMSIX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | 7.301 | 14.128 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103M | 167B | 0% |
| Annual Yield % from dividends | 0.33 | 1.42 | 23% |
| Returns for 1 year | 7.05 | 13.97 | 50% |
| Returns for 3 years | 0.50 | 9.42 | 5% |
| Returns for 5 years | 13.69 | 48.61 | 28% |
| Returns for 10 years | 5.13 | 114.48 | 4% |
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