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LMBMX vs VRTIX
LMBMX vs VRTIX Comparison
Open Charts LMBMX vs VRTIX
Franklin U.S. Small Cap Equity IS
Price$15.85
Change+$0.40 (+2.59%)
VolumeN/A
Net Assets124.29M
Vanguard Russell 2000 Index I
Price$406.50
Change+$27.42 (+7.23%)
VolumeN/A
Net Assets14.31B
LMBMX vs VRTIX Comparison Chart in %
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LMBMX vs. VRTIX commentary
Feb 04, 2026
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 LMBMX is a Buy and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 14.3B vs. LMBMX (124M). VRTIX pays higher dividends than LMBMX: VRTIX (1.19) vs LMBMX (0.39). LMBMX was incepted earlier than VRTIX: LMBMX (14 years) vs VRTIX (15 years). LMBMX (0.96) is less costly to investors than VRTIX (0.07). LMBMX is a more actively managed with annual turnover of: 53.00 vs. VRTIX (14.00). LMBMX has a lower initial minimum investment than VRTIX: LMBMX (1000000) vs VRTIX (5000000). LMBMX (17.79) and VRTIX (17.71) have marching annual gain over last year. VRTIX return over 5 years is better than : 22.38 vs. LMBMX (10.27).
| LMBMX | VRTIX | LMBMX / VRTIX | |
| Total Expense Ratio | 0.75 | 0.07 | 1,071% |
| Annual Report Gross Expense Ratio | 0.96 | 0.07 | 1,371% |
| Fund Existence | 14 years | 15 years | - |
| Gain YTD | 5.667 | 6.757 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124M | 14.3B | 1% |
| Annual Yield % from dividends | 0.39 | 1.19 | 33% |
| Returns for 1 year | 17.79 | 17.71 | 100% |
| Returns for 3 years | 32.56 | 35.16 | 93% |
| Returns for 5 years | 10.27 | 22.38 | 46% |
| Returns for 10 years | 62.26 | 180.76 | 34% |
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