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LMBMX vs VRTIX
LMBMX vs VRTIX Comparison
Open Charts LMBMX vs VRTIX
Franklin U.S. Small Cap Equity IS
Price$15.36
Change-$0.42 (-2.66%)
VolumeN/A
Net Assets125.1M
Vanguard Russell 2000 Index I
Price$366.15
Change-$10.42 (-2.77%)
VolumeN/A
Net Assets13.89B
LMBMX vs VRTIX Comparison Chart in %
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LMBMX vs. VRTIX commentary
Nov 15, 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 Buy and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.9B vs. LMBMX (125M). VRTIX pays higher dividends than LMBMX: VRTIX (1.18) vs LMBMX (0.63). 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 : 4.23 vs. VRTIX (0.95). VRTIX return over 5 years is better than : 38.96 vs. LMBMX (30.86).
| 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 | 15.576 | 7.305 | 213% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125M | 13.9B | 1% |
| Annual Yield % from dividends | 0.63 | 1.18 | 53% |
| Returns for 1 year | 4.23 | 0.95 | 444% |
| Returns for 3 years | 33.65 | 29.64 | 114% |
| Returns for 5 years | 30.86 | 38.96 | 79% |
| Returns for 10 years | 24.28 | 115.38 | 21% |
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