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LMBAX vs VRTIX
LMBAX vs VRTIX Comparison
Open Charts LMBAX vs VRTIX
Franklin U.S. Small Cap Equity A
Price$15.64
Change+$0.27 (+1.76%)
VolumeN/A
Net Assets121.28M
Vanguard Russell 2000 Index I
Price$383.91
Change+$7.33 (+1.95%)
VolumeN/A
Net Assets13.58B
LMBAX vs VRTIX Comparison Chart in %
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LMBAX vs. VRTIX commentary
Oct 21, 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 Buy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.6B vs. LMBAX (121M). VRTIX pays higher dividends than LMBAX: VRTIX (1.20) vs LMBAX (0.27). 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 (10.54) and VRTIX (10.25) have marching annual gain over last year. VRTIX return over 5 years is better than : 58.58 vs. LMBAX (40.63).
| 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 | 17.594 | 12.510 | 141% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 13.6B | 1% |
| Annual Yield % from dividends | 0.27 | 1.20 | 22% |
| Returns for 1 year | 10.54 | 10.25 | 103% |
| Returns for 3 years | 44.04 | 45.35 | 97% |
| Returns for 5 years | 40.63 | 58.58 | 69% |
| Returns for 10 years | 21.80 | 124.12 | 18% |
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