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LMBMX vs VSCIX
LMBMX vs VSCIX Comparison
Open Charts LMBMX vs VSCIX
Franklin U.S. Small Cap Equity IS
Price$16.16
Change+$0.06 (+0.37%)
VolumeN/A
Net Assets128.36M
Vanguard Small Cap Index I
Price$124.69
Change+$0.62 (+0.50%)
VolumeN/A
Net Assets163.34B
LMBMX vs VSCIX Comparison Chart in %
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LMBMX vs. VSCIX 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 VSCIX is a Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 163B vs. LMBMX (128M). VSCIX pays higher dividends than LMBMX: VSCIX (1.33) vs LMBMX (0.62). LMBMX was incepted earlier than VSCIX: LMBMX (14 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). LMBMX annual gain was more profitable for investors over the last year : 7.63 vs. VSCIX (0.27). VSCIX return over 5 years is better than : 40.30 vs. LMBMX (26.92).
| 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 | 28 years | - |
| Gain YTD | 21.595 | 8.544 | 253% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128M | 163B | 0% |
| Annual Yield % from dividends | 0.62 | 1.33 | 47% |
| Returns for 1 year | 7.63 | 0.27 | 2,800% |
| Returns for 3 years | 41.09 | 37.58 | 109% |
| Returns for 5 years | 26.92 | 40.30 | 67% |
| Returns for 10 years | 30.75 | 138.38 | 22% |
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