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LMBMX vs VRTIX
LMBMX vs VRTIX Comparison
Open Charts LMBMX vs VRTIX
Franklin U.S. Small Cap Equity IS
Price$15.75
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets145.25M
Vanguard Russell 2000 Index I
Price$406.87
Change+$2.85 (+0.71%)
VolumeN/A
Net Assets14.31B
LMBMX vs VRTIX Comparison Chart in %
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LMBMX vs. VRTIX commentary
Jan 15, 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 Hold and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 14.3B vs. LMBMX (145M). VRTIX pays higher dividends than LMBMX: VRTIX (1.25) vs LMBMX (0.41). 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 (20.27) and VRTIX (19.93) have marching annual gain over last year. VRTIX return over 5 years is better than : 27.09 vs. LMBMX (13.64).
| 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 | 4.933 | 6.855 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145M | 14.3B | 1% |
| Annual Yield % from dividends | 0.41 | 1.25 | 33% |
| Returns for 1 year | 20.27 | 19.93 | 102% |
| Returns for 3 years | 37.50 | 42.44 | 88% |
| Returns for 5 years | 13.64 | 27.09 | 50% |
| Returns for 10 years | 57.77 | 175.04 | 33% |
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