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LMBAX vs VRTIX
LMBAX vs VRTIX Comparison
Open Charts LMBAX vs VRTIX
Franklin U.S. Small Cap Equity A
Price$16.05
Change+$0.21 (+1.33%)
VolumeN/A
Net Assets128.36M
Vanguard Russell 2000 Index I
Price$386.38
Change+$7.25 (+1.91%)
VolumeN/A
Net Assets13.89B
LMBAX vs VRTIX Comparison Chart in %
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LMBAX vs. VRTIX commentary
Dec 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 LMBAX is a Hold and VRTIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.9B vs. LMBAX (128M). VRTIX pays higher dividends than LMBAX: VRTIX (1.17) vs LMBAX (0.26). LMBAX was incepted earlier than VRTIX: LMBAX (17 years) vs VRTIX (15 years). LMBAX (1.41) is less costly to investors than VRTIX (0.07). LMBAX is a more actively managed with annual turnover of: 53.00 vs. VRTIX (12.00). LMBAX has a lower initial minimum investment than VRTIX: LMBAX (1000) vs VRTIX (5000000). LMBAX annual gain was more profitable for investors over the last year : 4.74 vs. VRTIX (1.83). VRTIX return over 5 years is better than : 35.85 vs. LMBAX (24.55).
| LMBAX | VRTIX | LMBAX / VRTIX | |
| Total Expense Ratio | 1.30 | 0.07 | 1,857% |
| Annual Report Gross Expense Ratio | 1.41 | 0.07 | 2,014% |
| Fund Existence | 17 years | 15 years | - |
| Gain YTD | 18.722 | 11.294 | 166% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128M | 13.9B | 1% |
| Annual Yield % from dividends | 0.26 | 1.17 | 22% |
| Returns for 1 year | 4.74 | 1.83 | 259% |
| Returns for 3 years | 32.94 | 32.06 | 103% |
| Returns for 5 years | 24.55 | 35.85 | 68% |
| Returns for 10 years | 22.13 | 118.08 | 19% |
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