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LMBCX vs VRTIX
LMBCX vs VRTIX Comparison
Open Charts LMBCX vs VRTIX
Franklin U.S. Small Cap Equity C
Price$13.22
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets145.25M
Vanguard Russell 2000 Index I
Price$406.87
Change+$2.85 (+0.71%)
VolumeN/A
Net Assets14.31B
LMBCX vs VRTIX Comparison Chart in %
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LMBCX vs. VRTIX commentary
Jan 15, 2026
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 LMBCX is a Hold and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 14.3B vs. LMBCX (145M). VRTIX pays higher dividends than LMBCX: VRTIX (1.25) vs LMBCX (0.00). LMBCX was incepted earlier than VRTIX: LMBCX (17 years) vs VRTIX (15 years). LMBCX (2.13) is less costly to investors than VRTIX (0.07). LMBCX is a more actively managed with annual turnover of: 53.00 vs. VRTIX (14.00). LMBCX has a lower initial minimum investment than VRTIX: LMBCX (1000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 19.93 vs. LMBCX (17.54). VRTIX return over 5 years is better than : 27.09 vs. LMBCX (1.48).
| LMBCX | VRTIX | LMBCX / VRTIX | |
| Total Expense Ratio | 2.05 | 0.07 | 2,929% |
| Annual Report Gross Expense Ratio | 2.13 | 0.07 | 3,043% |
| Fund Existence | 17 years | 15 years | - |
| Gain YTD | 4.845 | 6.855 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145M | 14.3B | 1% |
| Annual Yield % from dividends | 0.00 | 1.25 | - |
| Returns for 1 year | 17.54 | 19.93 | 88% |
| Returns for 3 years | 29.91 | 42.44 | 70% |
| Returns for 5 years | 1.48 | 27.09 | 5% |
| Returns for 10 years | 32.77 | 175.04 | 19% |
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