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LMBMX vs VSCIX
LMBMX vs VSCIX Comparison
Open Charts LMBMX vs VSCIX
Franklin U.S. Small Cap Equity IS
Price$13.97
Change+$0.17 (+1.23%)
VolumeN/A
Net Assets107.79M
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
LMBMX vs VSCIX Comparison Chart in %
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LMBMX vs. VSCIX commentary
Jul 07, 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 VSCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 148B vs. LMBMX (108M). VSCIX pays higher dividends than LMBMX: VSCIX (1.41) vs LMBMX (0.73). LMBMX was incepted earlier than VSCIX: LMBMX (13 years) vs VSCIX (28 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). VSCIX annual gain was more profitable for investors over the last year : 12.26 vs. LMBMX (8.97). VSCIX return over 5 years is better than : 69.54 vs. LMBMX (43.60).
| 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 | 13 years | 28 years | - |
| Gain YTD | 5.117 | 1.448 | 353% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108M | 148B | 0% |
| Annual Yield % from dividends | 0.73 | 1.41 | 52% |
| Returns for 1 year | 8.97 | 12.26 | 73% |
| Returns for 3 years | 32.60 | 37.94 | 86% |
| Returns for 5 years | 43.60 | 69.54 | 63% |
| Returns for 10 years | 5.19 | 109.37 | 5% |
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