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LMBCX vs VSMAX
LMBCX vs VSMAX Comparison
Open Charts LMBCX vs VSMAX
Franklin U.S. Small Cap Equity C
Price$13.35
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets125.04M
Vanguard Small Cap Index Admiral Shares
Price$122.65
Change+$0.18 (+0.15%)
VolumeN/A
Net Assets161.58B
LMBCX vs VSMAX Comparison Chart in %
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LMBCX vs. VSMAX 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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. LMBCX (125M). VSMAX pays higher dividends than LMBCX: VSMAX (1.34) vs LMBCX (0.00). LMBCX was incepted earlier than VSMAX: LMBCX (17 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). LMBCX annual gain was more profitable for investors over the last year : 4.22 vs. VSMAX (1.45). VSMAX return over 5 years is better than : 48.41 vs. LMBCX (20.96).
| 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 | 17 years | 25 years | - |
| Gain YTD | 17.518 | 6.757 | 259% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125M | 162B | 0% |
| Annual Yield % from dividends | 0.00 | 1.34 | - |
| Returns for 1 year | 4.22 | 1.45 | 290% |
| Returns for 3 years | 28.99 | 33.26 | 87% |
| Returns for 5 years | 20.96 | 48.41 | 43% |
| Returns for 10 years | 9.15 | 138.28 | 7% |
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