LMSIX
Price
$14.10
Change
+$0.04 (+0.28%)
Updated
Jun 27 closing price
Net Assets
104.53M
VSMAX
Price
$113.78
Change
+$0.20 (+0.18%)
Updated
Jun 27 closing price
Net Assets
147.56B
Interact to see
Advertisement

LMSIX vs VSMAX

Header iconLMSIX vs VSMAX Comparison
Open Charts LMSIX vs VSMAXBanner chart's image
Franklin U.S. Small Cap Equity I
Price$14.10
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets104.53M
Vanguard Small Cap Index Admiral Shares
Price$113.78
Change+$0.20 (+0.18%)
VolumeN/A
Net Assets147.56B
LMSIX vs VSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
LMSIX vs. VSMAX commentary
Jun 30, 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 Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. LMSIX (105M). 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 : 9.13 vs. LMSIX (6.05). VSMAX return over 5 years is better than : 71.35 vs. LMSIX (44.66).
LMSIXVSMAXLMSIX / VSMAX
Total Expense Ratio1.000.052,000%
Annual Report Gross Expense Ratio1.090.052,180%
Fund Existence25 years25 years-
Gain YTD1.952-1.105-177%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets105M148B0%
Annual Yield % from dividends1.011.4868%
Returns for 1 year6.059.1366%
Returns for 3 years27.7633.5983%
Returns for 5 years44.6671.3563%
Returns for 10 years2.89103.443%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
DFAT53.970.15
+0.28%
Dimensional US Targeted Value ETF
MEAR50.260.01
+0.02%
iShares Short Maturity Muni Bd Act ETF
HIO3.94N/A
N/A
Western Asset High Income Opportunity Fund
PZC6.19N/A
N/A
PIMCO California Municipal Income Fund III
NVDQ1.37-0.05
-3.53%
T-REX 2X Inverse NVIDIA Daily Target ETF