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LMBAX vs VRTIX
LMBAX vs VRTIX Comparison
Open Charts LMBAX vs VRTIX
Franklin U.S. Small Cap Equity A
Price$15.36
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets141.39M
Vanguard Russell 2000 Index I
Price$390.71
Change+$1.07 (+0.27%)
VolumeN/A
Net Assets14.25B
LMBAX vs VRTIX Comparison Chart in %
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LMBAX vs. VRTIX commentary
Dec 26, 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: 14.3B vs. LMBAX (141M). 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 (14.00). 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 : 13.86 vs. VRTIX (13.07). VRTIX return over 5 years is better than : 29.26 vs. LMBAX (17.03).
| 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 | 15.489 | 14.503 | 107% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141M | 14.3B | 1% |
| Annual Yield % from dividends | 0.26 | 1.17 | 22% |
| Returns for 1 year | 13.86 | 13.07 | 106% |
| Returns for 3 years | 41.14 | 46.54 | 88% |
| Returns for 5 years | 17.03 | 29.26 | 58% |
| Returns for 10 years | 29.69 | 130.53 | 23% |
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