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LMBAX vs VSMAX
LMBAX vs VSMAX Comparison
Open Charts LMBAX vs VSMAX
Franklin U.S. Small Cap Equity A
Price$14.51
Change+$0.07 (+0.48%)
VolumeN/A
Net Assets110.3M
Vanguard Small Cap Index Admiral Shares
Price$117.94
Change-$0.23 (-0.19%)
VolumeN/A
Net Assets154.18B
LMBAX vs VSMAX Comparison Chart in %
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LMBAX vs. VSMAX commentary
Aug 20, 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 StrongBuy and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 154B vs. LMBAX (110M). VSMAX pays higher dividends than LMBAX: VSMAX (1.37) vs LMBAX (0.30). LMBAX was incepted earlier than VSMAX: LMBAX (17 years) vs VSMAX (25 years). LMBAX (1.41) is less costly to investors than VSMAX (0.05). LMBAX is a more actively managed with annual turnover of: 53.00 vs. VSMAX (13.00). LMBAX has a lower initial minimum investment than VSMAX: LMBAX (1000) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 9.30 vs. LMBAX (8.76). VSMAX return over 5 years is better than : 59.00 vs. LMBAX (34.15).
| LMBAX | VSMAX | LMBAX / VSMAX | |
| Total Expense Ratio | 1.30 | 0.05 | 2,600% |
| Annual Report Gross Expense Ratio | 1.41 | 0.05 | 2,820% |
| Fund Existence | 17 years | 25 years | - |
| Gain YTD | 9.098 | 2.787 | 326% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110M | 154B | 0% |
| Annual Yield % from dividends | 0.30 | 1.37 | 22% |
| Returns for 1 year | 8.76 | 9.30 | 94% |
| Returns for 3 years | 20.36 | 24.34 | 84% |
| Returns for 5 years | 34.15 | 59.00 | 58% |
| Returns for 10 years | 14.48 | 125.47 | 12% |
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