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LMSIX vs VSMAX
LMSIX vs VSMAX Comparison
Open Charts LMSIX vs VSMAX
Franklin U.S. Small Cap Equity I
Price$13.58
Change-$0.51 (-3.62%)
VolumeN/A
Net Assets101.24M
Vanguard Small Cap Index Admiral Shares
Price$114.81
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
LMSIX vs VSMAX Comparison Chart
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LMSIX vs. VSMAX commentary
Feb 23, 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: 161B vs. LMSIX (101M). 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 : 11.25 vs. LMSIX (2.86). VSMAX return over 5 years is better than : 44.48 vs. LMSIX (13.87).
| 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 | -1.808 | -0.304 | 595% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 101M | 161B | 0% |
| Annual Yield % from dividends | 0.33 | 1.42 | 23% |
| Returns for 1 year | 2.86 | 11.25 | 25% |
| Returns for 3 years | 7.82 | 18.86 | 41% |
| Returns for 5 years | 13.87 | 44.48 | 31% |
| Returns for 10 years | 0.01 | 105.78 | 0% |
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