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LMBAX vs VSCIX
LMBAX vs VSCIX Comparison
Open Charts LMBAX vs VSCIX
Franklin U.S. Small Cap Equity A
Price$13.96
Change+$0.17 (+1.23%)
VolumeN/A
Net Assets107.79M
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
LMBAX vs VSCIX Comparison Chart in %
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LMBAX vs. VSCIX commentary
Jul 07, 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 VSCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 148B vs. LMBAX (108M). VSCIX pays higher dividends than LMBAX: VSCIX (1.41) vs LMBAX (0.30). LMBAX was incepted earlier than VSCIX: LMBAX (16 years) vs VSCIX (28 years). LMBAX (1.41) is less costly to investors than VSCIX (0.04). LMBAX is a more actively managed with annual turnover of: 53.00 vs. VSCIX (13.00). LMBAX has a lower initial minimum investment than VSCIX: LMBAX (1000) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : 12.26 vs. LMBAX (8.62). VSCIX return over 5 years is better than : 69.54 vs. LMBAX (40.73).
| LMBAX | VSCIX | LMBAX / VSCIX | |
| Total Expense Ratio | 1.30 | 0.04 | 3,250% |
| Annual Report Gross Expense Ratio | 1.41 | 0.04 | 3,525% |
| Fund Existence | 16 years | 28 years | - |
| Gain YTD | 4.962 | 1.448 | 343% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108M | 148B | 0% |
| Annual Yield % from dividends | 0.30 | 1.41 | 22% |
| Returns for 1 year | 8.62 | 12.26 | 70% |
| Returns for 3 years | 30.96 | 37.94 | 82% |
| Returns for 5 years | 40.73 | 69.54 | 59% |
| Returns for 10 years | 2.04 | 109.37 | 2% |
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