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LMSIX vs VSMAX
LMSIX vs VSMAX Comparison
Open Charts LMSIX vs VSMAX
Franklin U.S. Small Cap Equity I
Price$14.51
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets106.43M
Vanguard Small Cap Index Admiral Shares
Price$115.19
Change-$0.19 (-0.16%)
VolumeN/A
Net Assets154.18B
LMSIX vs VSMAX Comparison Chart in %
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LMSIX vs. VSMAX commentary
Aug 08, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 154B vs. LMSIX (106M). VSMAX pays higher dividends than LMSIX: VSMAX (1.37) vs LMSIX (0.57). 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 : 12.37 vs. LMSIX (10.55). VSMAX return over 5 years is better than : 54.82 vs. LMSIX (31.99).
| 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 | 4.845 | 0.360 | 1,346% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106M | 154B | 0% |
| Annual Yield % from dividends | 0.57 | 1.37 | 42% |
| Returns for 1 year | 10.55 | 12.37 | 85% |
| Returns for 3 years | 19.19 | 22.81 | 84% |
| Returns for 5 years | 31.99 | 54.82 | 58% |
| Returns for 10 years | 8.17 | 108.10 | 8% |
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