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LMBMX vs VSCIX
LMBMX vs VSCIX Comparison
Open Charts LMBMX vs VSCIX
Franklin U.S. Small Cap Equity IS
Price$14.46
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets110.3M
Vanguard Small Cap Index I
Price$117.86
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
LMBMX vs VSCIX Comparison Chart in %
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LMBMX vs. VSCIX commentary
Aug 19, 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 StrongBuy and VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 154B vs. LMBMX (110M). VSCIX pays higher dividends than LMBMX: VSCIX (1.38) vs LMBMX (0.71). 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 (9.18) and LMBMX (9.08) have marching annual gain over last year. VSCIX return over 5 years is better than : 57.74 vs. LMBMX (35.70).
| 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 | 8.804 | 2.527 | 348% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110M | 154B | 0% |
| Annual Yield % from dividends | 0.71 | 1.38 | 52% |
| Returns for 1 year | 9.08 | 9.18 | 99% |
| Returns for 3 years | 18.65 | 20.49 | 91% |
| Returns for 5 years | 35.70 | 57.74 | 62% |
| Returns for 10 years | 11.76 | 113.17 | 10% |
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