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LMBAX vs VRTIX
LMBAX vs VRTIX Comparison
Open Charts LMBAX vs VRTIX
Franklin U.S. Small Cap Equity A
Price$15.85
Change+$0.44 (+2.86%)
VolumeN/A
Net Assets124.29M
Vanguard Russell 2000 Index I
Price$406.50
Change+$27.42 (+7.23%)
VolumeN/A
Net Assets14.31B
LMBAX vs VRTIX Comparison Chart in %
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LMBAX vs. VRTIX commentary
Feb 04, 2026
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 Buy and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 14.3B vs. LMBAX (124M). VRTIX pays higher dividends than LMBAX: VRTIX (1.19) vs LMBAX (0.01). 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 (14.00). LMBAX has a lower initial minimum investment than VRTIX: LMBAX (1000) vs VRTIX (5000000). VRTIX (17.71) and LMBAX (17.25) have marching annual gain over last year. VRTIX return over 5 years is better than : 22.38 vs. LMBAX (7.87).
| 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 | 5.596 | 6.757 | 83% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124M | 14.3B | 1% |
| Annual Yield % from dividends | 0.01 | 1.19 | 1% |
| Returns for 1 year | 17.25 | 17.71 | 97% |
| Returns for 3 years | 30.76 | 35.16 | 87% |
| Returns for 5 years | 7.87 | 22.38 | 35% |
| Returns for 10 years | 57.03 | 180.76 | 32% |
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