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LMBAX vs VRTIX
LMBAX vs VRTIX Comparison
Open Charts LMBAX vs VRTIX
Franklin U.S. Small Cap Equity A
Price$15.74
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets125.04M
Vanguard Russell 2000 Index I
Price$376.57
Change-$1.13 (-0.30%)
VolumeN/A
Net Assets13.89B
LMBAX vs VRTIX Comparison Chart in %
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LMBAX vs. VRTIX commentary
Nov 14, 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 Buy and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.9B vs. LMBAX (125M). VRTIX pays higher dividends than LMBAX: VRTIX (1.18) 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 : 5.52 vs. VRTIX (2.86). VRTIX return over 5 years is better than : 42.91 vs. LMBAX (31.62).
| 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 | 18.346 | 10.359 | 177% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125M | 13.9B | 1% |
| Annual Yield % from dividends | 0.26 | 1.18 | 22% |
| Returns for 1 year | 5.52 | 2.86 | 193% |
| Returns for 3 years | 33.97 | 31.84 | 107% |
| Returns for 5 years | 31.62 | 42.91 | 74% |
| Returns for 10 years | 24.57 | 123.36 | 20% |
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