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LMBMX vs VSCIX
LMBMX vs VSCIX Comparison
Open Charts LMBMX vs VSCIX
Franklin U.S. Small Cap Equity IS
Price$15.75
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets145.25M
Vanguard Small Cap Index I
Price$130.85
Change+$0.29 (+0.22%)
VolumeN/A
Net Assets162.31B
LMBMX vs VSCIX Comparison Chart in %
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LMBMX vs. VSCIX 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 VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 162B vs. LMBMX (145M). VSCIX pays higher dividends than LMBMX: VSCIX (1.34) vs LMBMX (0.41). LMBMX was incepted earlier than VSCIX: LMBMX (14 years) vs VSCIX (29 years). LMBMX (0.96) is less costly to investors than VSCIX (0.04). LMBMX is a more actively managed with annual turnover of: 53.00 vs. VSCIX (13.00). LMBMX has a lower initial minimum investment than VSCIX: LMBMX (1000000) vs VSCIX (5000000). LMBMX annual gain was more profitable for investors over the last year : 20.27 vs. VSCIX (13.00). VSCIX return over 5 years is better than : 35.07 vs. LMBMX (13.64).
| LMBMX | VSCIX | LMBMX / VSCIX | |
| Total Expense Ratio | 0.75 | 0.04 | 1,875% |
| Annual Report Gross Expense Ratio | 0.96 | 0.04 | 2,400% |
| Fund Existence | 14 years | 29 years | - |
| Gain YTD | 4.933 | 5.883 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145M | 162B | 0% |
| Annual Yield % from dividends | 0.41 | 1.34 | 30% |
| Returns for 1 year | 20.27 | 13.00 | 156% |
| Returns for 3 years | 37.50 | 40.83 | 92% |
| Returns for 5 years | 13.64 | 35.07 | 39% |
| Returns for 10 years | 57.77 | 186.07 | 31% |
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