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LMBAX vs VSCIX
LMBAX vs VSCIX Comparison
Open Charts LMBAX vs VSCIX
Franklin U.S. Small Cap Equity A
Price$13.04
Change-$0.27 (-2.03%)
VolumeN/A
Net Assets100.79M
Vanguard Small Cap Index I
Price$110.03
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
LMBAX vs VSCIX Comparison Chart
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LMBAX vs. VSCIX commentary
Jun 15, 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 Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 148B vs. LMBAX (101M). VSCIX pays higher dividends than LMBAX: VSCIX (1.49) vs LMBAX (0.73). 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 : 5.22 vs. LMBAX (1.54). VSCIX return over 5 years is better than : 63.40 vs. LMBAX (35.56).
| 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 | -1.955 | -4.355 | 45% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 101M | 148B | 0% |
| Annual Yield % from dividends | 0.73 | 1.49 | 49% |
| Returns for 1 year | 1.54 | 5.22 | 29% |
| Returns for 3 years | 19.16 | 31.38 | 61% |
| Returns for 5 years | 35.56 | 63.40 | 56% |
| Returns for 10 years | -6.95 | 93.42 | -7% |
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