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LMBCX vs VSMAX
LMBCX vs VSMAX Comparison
Open Charts LMBCX vs VSMAX
Franklin U.S. Small Cap Equity C
Price$11.80
Change+$0.06 (+0.51%)
VolumeN/A
Net Assets106.91M
Vanguard Small Cap Index Admiral Shares
Price$118.19
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
LMBCX vs VSMAX Comparison Chart in %
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LMBCX vs. VSMAX commentary
Jul 28, 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 Hold and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. LMBCX (107M). VSMAX pays higher dividends than LMBCX: VSMAX (1.40) vs LMBCX (0.00). LMBCX was incepted earlier than VSMAX: LMBCX (16 years) vs VSMAX (25 years). LMBCX (2.13) is less costly to investors than VSMAX (0.05). LMBCX is a more actively managed with annual turnover of: 53.00 vs. VSMAX (13.00). LMBCX has a lower initial minimum investment than VSMAX: LMBCX (1000) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 8.49 vs. LMBCX (-0.51). VSMAX return over 5 years is better than : 66.87 vs. LMBCX (24.94).
| LMBCX | VSMAX | LMBCX / VSMAX | |
| Total Expense Ratio | 2.05 | 0.05 | 4,100% |
| Annual Report Gross Expense Ratio | 2.13 | 0.05 | 4,260% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | 3.873 | 2.804 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107M | 153B | 0% |
| Annual Yield % from dividends | 0.00 | 1.40 | - |
| Returns for 1 year | -0.51 | 8.49 | -6% |
| Returns for 3 years | 19.77 | 34.27 | 58% |
| Returns for 5 years | 24.94 | 66.87 | 37% |
| Returns for 10 years | -9.21 | 115.21 | -8% |
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