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LMBCX vs VRTIX
LMBCX vs VRTIX Comparison
Open Charts LMBCX vs VRTIX
Franklin U.S. Small Cap Equity C
Price$13.35
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets125.04M
Vanguard Russell 2000 Index I
Price$376.57
Change-$1.13 (-0.30%)
VolumeN/A
Net Assets13.89B
LMBCX vs VRTIX Comparison Chart in %
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LMBCX vs. VRTIX commentary
Nov 14, 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 LMBCX is a Buy and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.9B vs. LMBCX (125M). VRTIX pays higher dividends than LMBCX: VRTIX (1.18) 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 (12.00). LMBCX has a lower initial minimum investment than VRTIX: LMBCX (1000) vs VRTIX (5000000). LMBCX annual gain was more profitable for investors over the last year : 4.22 vs. VRTIX (2.86). VRTIX return over 5 years is better than : 42.91 vs. LMBCX (20.96).
| 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 | 17.518 | 10.359 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125M | 13.9B | 1% |
| Annual Yield % from dividends | 0.00 | 1.18 | - |
| Returns for 1 year | 4.22 | 2.86 | 148% |
| Returns for 3 years | 28.99 | 31.84 | 91% |
| Returns for 5 years | 20.96 | 42.91 | 49% |
| Returns for 10 years | 9.15 | 123.36 | 7% |
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