LMBAX
Price
$13.88
Change
+$0.07 (+0.51%)
Updated
Jul 25 closing price
Net Assets
106.91M
VSMAX
Price
$118.19
Change
+$0.72 (+0.61%)
Updated
Jul 25 closing price
Net Assets
153.28B
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LMBAX vs VSMAX

Header iconLMBAX vs VSMAX Comparison
Open Charts LMBAX vs VSMAXBanner chart's image
Franklin U.S. Small Cap Equity A
Price$13.88
Change+$0.07 (+0.51%)
VolumeN/A
Net Assets106.91M
Vanguard Small Cap Index Admiral Shares
Price$118.19
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
LMBAX vs VSMAX Comparison Chart in %
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VS
LMBAX vs. VSMAX commentary
Jul 27, 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 VSMAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. LMBAX (107M). VSMAX pays higher dividends than LMBAX: VSMAX (1.40) vs LMBAX (0.30). LMBAX was incepted earlier than VSMAX: LMBAX (16 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 : 8.49 vs. LMBAX (0.80). VSMAX return over 5 years is better than : 66.87 vs. LMBAX (35.88).
LMBAXVSMAXLMBAX / VSMAX
Total Expense Ratio1.300.052,600%
Annual Report Gross Expense Ratio1.410.052,820%
Fund Existence16 years25 years-
Gain YTD4.3612.804156%
Front Load6%N/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets107M153B0%
Annual Yield % from dividends0.301.4022%
Returns for 1 year0.808.499%
Returns for 3 years24.4334.2771%
Returns for 5 years35.8866.8754%
Returns for 10 years3.68115.213%
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