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LMBCX vs VSCIX
LMBCX vs VSCIX Comparison
Open Charts LMBCX vs VSCIX
Franklin U.S. Small Cap Equity C
Price$11.09
Change-$0.24 (-2.12%)
VolumeN/A
Net Assets100.79M
Vanguard Small Cap Index I
Price$110.03
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
LMBCX vs VSCIX Comparison Chart
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LMBCX vs. VSCIX commentary
Jun 15, 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 VSCIX is a Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 148B vs. LMBCX (101M). VSCIX pays higher dividends than LMBCX: VSCIX (1.49) vs LMBCX (0.48). LMBCX was incepted earlier than VSCIX: LMBCX (16 years) vs VSCIX (28 years). LMBCX (2.13) is less costly to investors than VSCIX (0.04). LMBCX is a more actively managed with annual turnover of: 53.00 vs. VSCIX (13.00). LMBCX has a lower initial minimum investment than VSCIX: LMBCX (1000) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : 5.22 vs. LMBCX (0.27). VSCIX return over 5 years is better than : 63.40 vs. LMBCX (24.65).
| LMBCX | VSCIX | LMBCX / VSCIX | |
| Total Expense Ratio | 2.05 | 0.04 | 5,125% |
| Annual Report Gross Expense Ratio | 2.13 | 0.04 | 5,325% |
| Fund Existence | 16 years | 28 years | - |
| Gain YTD | -2.377 | -4.355 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 101M | 148B | 0% |
| Annual Yield % from dividends | 0.48 | 1.49 | 32% |
| Returns for 1 year | 0.27 | 5.22 | 5% |
| Returns for 3 years | 14.53 | 31.38 | 46% |
| Returns for 5 years | 24.65 | 63.40 | 39% |
| Returns for 10 years | -18.54 | 93.42 | -20% |
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