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LMBAX vs VSCPX
LMBAX vs VSCPX Comparison
Open Charts LMBAX vs VSCPX
Franklin U.S. Small Cap Equity A
Price$16.05
Change+$0.21 (+1.33%)
VolumeN/A
Net Assets128.36M
Vanguard Small Cap Index InstlPlus
Price$358.11
Change+$3.67 (+1.04%)
VolumeN/A
Net Assets161.58B
LMBAX vs VSCPX Comparison Chart in %
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LMBAX vs. VSCPX commentary
Dec 04, 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 VSCPX is a Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 162B vs. LMBAX (128M). VSCPX pays higher dividends than LMBAX: VSCPX (1.34) vs LMBAX (0.26). LMBAX was incepted earlier than VSCPX: LMBAX (17 years) vs VSCPX (15 years). LMBAX (1.41) is less costly to investors than VSCPX (0.03). LMBAX is a more actively managed with annual turnover of: 53.00 vs. VSCPX (13.00). LMBAX has a lower initial minimum investment than VSCPX: LMBAX (1000) vs VSCPX (100000000). LMBAX annual gain was more profitable for investors over the last year : 4.74 vs. VSCPX (-0.84). VSCPX return over 5 years is better than : 41.17 vs. LMBAX (24.55).
| LMBAX | VSCPX | LMBAX / VSCPX | |
| Total Expense Ratio | 1.30 | 0.03 | 4,333% |
| Annual Report Gross Expense Ratio | 1.41 | 0.03 | 4,700% |
| Fund Existence | 17 years | 15 years | - |
| Gain YTD | 18.722 | 7.139 | 262% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128M | 162B | 0% |
| Annual Yield % from dividends | 0.26 | 1.34 | 19% |
| Returns for 1 year | 4.74 | -0.84 | -565% |
| Returns for 3 years | 32.94 | 32.19 | 102% |
| Returns for 5 years | 24.55 | 41.17 | 60% |
| Returns for 10 years | 22.13 | 132.15 | 17% |
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