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LMBCX vs VSMAX
LMBCX vs VSMAX Comparison
Open Charts LMBCX vs VSMAX
Franklin U.S. Small Cap Equity C
Price$11.87
Change+$0.14 (+1.19%)
VolumeN/A
Net Assets107.79M
Vanguard Small Cap Index Admiral Shares
Price$116.63
Change+$0.83 (+0.72%)
VolumeN/A
Net Assets147.56B
LMBCX vs VSMAX Comparison Chart in %
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LMBCX vs. VSMAX commentary
Jul 06, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. LMBCX (108M). 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 : 12.25 vs. LMBCX (7.13). VSMAX return over 5 years is better than : 69.54 vs. LMBCX (29.37).
| 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 | 4.489 | 1.447 | 310% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108M | 148B | 0% |
| Annual Yield % from dividends | 0.00 | 1.40 | - |
| Returns for 1 year | 7.13 | 12.25 | 58% |
| Returns for 3 years | 26.08 | 37.95 | 69% |
| Returns for 5 years | 29.37 | 69.54 | 42% |
| Returns for 10 years | -10.66 | 109.34 | -10% |
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