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LMBCX vs VSMAX
LMBCX vs VSMAX Comparison
Open Charts LMBCX vs VSMAX
Franklin U.S. Small Cap Equity C
Price$12.27
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets110.3M
Vanguard Small Cap Index Admiral Shares
Price$117.86
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
LMBCX vs VSMAX Comparison Chart in %
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LMBCX vs. VSMAX 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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 154B vs. LMBCX (110M). VSMAX pays higher dividends than LMBCX: VSMAX (1.37) 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). VSMAX annual gain was more profitable for investors over the last year : 9.17 vs. LMBCX (7.26). VSMAX return over 5 years is better than : 57.73 vs. LMBCX (22.19).
| 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 | 8.011 | 2.517 | 318% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110M | 154B | 0% |
| Annual Yield % from dividends | 0.00 | 1.37 | - |
| Returns for 1 year | 7.26 | 9.17 | 79% |
| Returns for 3 years | 12.91 | 20.48 | 63% |
| Returns for 5 years | 22.19 | 57.73 | 38% |
| Returns for 10 years | -5.01 | 113.12 | -4% |
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