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LMBCX vs VSCIX
LMBCX vs VSCIX Comparison
Open Charts LMBCX vs VSCIX
Franklin U.S. Small Cap Equity C
Price$12.27
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets110.3M
Vanguard Small Cap Index I
Price$117.86
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
LMBCX vs VSCIX Comparison Chart in %
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LMBCX vs. VSCIX commentary
Aug 18, 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 StrongBuy and VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 154B vs. LMBCX (110M). VSCIX pays higher dividends than LMBCX: VSCIX (1.38) vs LMBCX (0.00). LMBCX was incepted earlier than VSCIX: LMBCX (17 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 : 9.18 vs. LMBCX (7.26). VSCIX return over 5 years is better than : 57.74 vs. LMBCX (22.19).
| 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 | 17 years | 28 years | - |
| Gain YTD | 8.011 | 2.527 | 317% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110M | 154B | 0% |
| Annual Yield % from dividends | 0.00 | 1.38 | - |
| Returns for 1 year | 7.26 | 9.18 | 79% |
| Returns for 3 years | 12.91 | 20.49 | 63% |
| Returns for 5 years | 22.19 | 57.74 | 38% |
| Returns for 10 years | -5.01 | 113.17 | -4% |
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