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LMSIX vs VSMAX
LMSIX vs VSMAX Comparison
Open Charts LMSIX vs VSMAX
Franklin U.S. Small Cap Equity I
Price$12.08
Change-$0.83 (-6.43%)
VolumeN/A
Net Assets97.8M
Vanguard Small Cap Index Admiral Shares
Price$101.10
Change-$7.25 (-6.69%)
VolumeN/A
Net Assets153.45B
LMSIX vs VSMAX Comparison Chart
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LMSIX vs. VSMAX 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 VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. LMSIX (97.8M). VSMAX pays higher dividends than LMSIX: VSMAX (1.52) vs LMSIX (1.06). LMSIX was incepted earlier than VSMAX: LMSIX (25 years) vs VSMAX (24 years). LMSIX (1.18) is less costly to investors than VSMAX (0.05). LMSIX is a more actively managed with annual turnover of: 53.00 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 : 1.20 vs. LMSIX (-5.27). VSMAX return over 5 years is better than : 115.95 vs. LMSIX (76.92).
| LMSIX | VSMAX | LMSIX / VSMAX | |
| Total Expense Ratio | 1.03 | 0.05 | 2,060% |
| Annual Report Gross Expense Ratio | 1.18 | 0.05 | 2,360% |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | -6.652 | -5.824 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 97.8M | 153B | 0% |
| Annual Yield % from dividends | 1.06 | 1.52 | 70% |
| Returns for 1 year | -5.27 | 1.20 | -438% |
| Returns for 3 years | -2.58 | 6.53 | -40% |
| Returns for 5 years | 76.92 | 115.95 | 66% |
| Returns for 10 years | -7.35 | 91.10 | -8% |
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