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LMBMX vs VSCIX
LMBMX vs VSCIX Comparison
Open Charts LMBMX vs VSCIX
Franklin U.S. Small Cap Equity IS
Price$15.36
Change-$0.42 (-2.66%)
VolumeN/A
Net Assets125.1M
Vanguard Small Cap Index I
Price$119.93
Change-$2.72 (-2.22%)
VolumeN/A
Net Assets161.58B
LMBMX vs VSCIX Comparison Chart in %
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LMBMX vs. VSCIX commentary
Nov 14, 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 Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 162B vs. LMBMX (125M). VSCIX pays higher dividends than LMBMX: VSCIX (1.35) vs LMBMX (0.63). 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 : 6.01 vs. VSCIX (-0.31). VSCIX return over 5 years is better than : 45.13 vs. LMBMX (34.44).
| 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 | 18.736 | 4.400 | 426% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125M | 162B | 0% |
| Annual Yield % from dividends | 0.63 | 1.35 | 47% |
| Returns for 1 year | 6.01 | -0.31 | -1,932% |
| Returns for 3 years | 35.69 | 31.99 | 112% |
| Returns for 5 years | 34.44 | 45.13 | 76% |
| Returns for 10 years | 28.47 | 130.72 | 22% |
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