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LMBCX vs VRTIX
LMBCX vs VRTIX Comparison
Open Charts LMBCX vs VRTIX
Franklin U.S. Small Cap Equity C
Price$13.29
Change+$0.21 (+1.61%)
VolumeN/A
Net Assets124.29M
Vanguard Russell 2000 Index I
Price$406.50
Change+$27.42 (+7.23%)
VolumeN/A
Net Assets14.31B
LMBCX vs VRTIX Comparison Chart in %
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LMBCX vs. VRTIX commentary
Feb 04, 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 Buy and VRTIX is a Buy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 14.3B vs. LMBCX (124M). VRTIX pays higher dividends than LMBCX: VRTIX (1.19) 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 : 17.71 vs. LMBCX (15.16). VRTIX return over 5 years is better than : 22.38 vs. LMBCX (-1.52).
| 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 | 5.560 | 6.757 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124M | 14.3B | 1% |
| Annual Yield % from dividends | 0.00 | 1.19 | - |
| Returns for 1 year | 15.16 | 17.71 | 86% |
| Returns for 3 years | 25.28 | 35.16 | 72% |
| Returns for 5 years | -1.52 | 22.38 | -7% |
| Returns for 10 years | 36.55 | 180.76 | 20% |
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