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LMBAX vs VSCPX
LMBAX vs VSCPX Comparison
Open Charts LMBAX vs VSCPX
Franklin U.S. Small Cap Equity A
Price$15.21
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets116.26M
Vanguard Small Cap Index InstlPlus
Price$353.92
Change+$0.43 (+0.12%)
VolumeN/A
Net Assets161.26B
LMBAX vs VSCPX Comparison Chart in %
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LMBAX vs. VSCPX commentary
Sep 09, 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 VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 161B vs. LMBAX (116M). VSCPX pays higher dividends than LMBAX: VSCPX (1.33) vs LMBAX (0.28). 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 : 17.07 vs. VSCPX (15.56). VSCPX return over 5 years is better than : 68.28 vs. LMBAX (45.26).
| 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 | 14.361 | 6.666 | 215% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116M | 161B | 0% |
| Annual Yield % from dividends | 0.28 | 1.33 | 21% |
| Returns for 1 year | 17.07 | 15.56 | 110% |
| Returns for 3 years | 31.34 | 32.52 | 96% |
| Returns for 5 years | 45.26 | 68.28 | 66% |
| Returns for 10 years | 19.73 | 134.26 | 15% |
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