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LMBAX vs VSCIX
LMBAX vs VSCIX Comparison
Open Charts LMBAX vs VSCIX
Franklin U.S. Small Cap Equity A
Price$15.59
Change+$0.15 (+0.97%)
VolumeN/A
Net Assets124.05M
Vanguard Small Cap Index I
Price$122.14
Change+$1.18 (+0.98%)
VolumeN/A
Net Assets161.26B
LMBAX vs VSCIX Comparison Chart in %
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LMBAX vs. VSCIX commentary
Sep 29, 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 VSCIX is a Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 161B vs. LMBAX (124M). VSCIX pays higher dividends than LMBAX: VSCIX (1.32) vs LMBAX (0.28). LMBAX was incepted earlier than VSCIX: LMBAX (17 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). LMBAX annual gain was more profitable for investors over the last year : 13.38 vs. VSCIX (8.04). VSCIX return over 5 years is better than : 71.75 vs. LMBAX (52.76).
| 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 | 17 years | 28 years | - |
| Gain YTD | 17.218 | 6.250 | 275% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124M | 161B | 0% |
| Annual Yield % from dividends | 0.28 | 1.32 | 21% |
| Returns for 1 year | 13.38 | 8.04 | 167% |
| Returns for 3 years | 52.77 | 50.85 | 104% |
| Returns for 5 years | 52.76 | 71.75 | 74% |
| Returns for 10 years | 31.30 | 149.00 | 21% |
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