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LMBMX vs VRTIX
LMBMX vs VRTIX Comparison
Open Charts LMBMX vs VRTIX
Franklin U.S. Small Cap Equity IS
Price$16.16
Change+$0.06 (+0.37%)
VolumeN/A
Net Assets128.36M
Vanguard Russell 2000 Index I
Price$389.34
Change+$2.96 (+0.77%)
VolumeN/A
Net Assets14.25B
LMBMX vs VRTIX Comparison Chart in %
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LMBMX vs. VRTIX commentary
Dec 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 LMBMX is a Hold and VRTIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 14.3B vs. LMBMX (128M). VRTIX pays higher dividends than LMBMX: VRTIX (1.17) vs LMBMX (0.62). 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 (12.00). LMBMX has a lower initial minimum investment than VRTIX: LMBMX (1000000) vs VRTIX (5000000). LMBMX annual gain was more profitable for investors over the last year : 7.63 vs. VRTIX (4.72). VRTIX return over 5 years is better than : 36.06 vs. LMBMX (26.92).
| 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 | 21.595 | 14.101 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128M | 14.3B | 1% |
| Annual Yield % from dividends | 0.62 | 1.17 | 53% |
| Returns for 1 year | 7.63 | 4.72 | 162% |
| Returns for 3 years | 41.09 | 39.25 | 105% |
| Returns for 5 years | 26.92 | 36.06 | 75% |
| Returns for 10 years | 30.75 | 127.24 | 24% |
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