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LMBMX vs VSCPX
LMBMX vs VSCPX Comparison
Open Charts LMBMX vs VSCPX
Franklin U.S. Small Cap Equity IS
Price$15.85
Change+$0.40 (+2.59%)
VolumeN/A
Net Assets124.29M
Vanguard Small Cap Index InstlPlus
Price$376.44
Change+$22.71 (+6.42%)
VolumeN/A
Net Assets162.31B
LMBMX vs VSCPX Comparison Chart in %
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LMBMX vs. VSCPX commentary
Feb 04, 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 Buy and VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 162B vs. LMBMX (124M). VSCPX pays higher dividends than LMBMX: VSCPX (1.29) vs LMBMX (0.39). LMBMX was incepted earlier than VSCPX: LMBMX (14 years) vs VSCPX (15 years). LMBMX (0.96) is less costly to investors than VSCPX (0.03). LMBMX is a more actively managed with annual turnover of: 53.00 vs. VSCPX (13.00). LMBMX has a lower initial minimum investment than VSCPX: LMBMX (1000000) vs VSCPX (100000000). LMBMX annual gain was more profitable for investors over the last year : 17.79 vs. VSCPX (10.72). VSCPX return over 5 years is better than : 31.96 vs. LMBMX (10.27).
| LMBMX | VSCPX | LMBMX / VSCPX | |
| Total Expense Ratio | 0.75 | 0.03 | 2,500% |
| Annual Report Gross Expense Ratio | 0.96 | 0.03 | 3,200% |
| Fund Existence | 14 years | 15 years | - |
| Gain YTD | 5.667 | 5.537 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124M | 162B | 0% |
| Annual Yield % from dividends | 0.39 | 1.29 | 30% |
| Returns for 1 year | 17.79 | 10.72 | 166% |
| Returns for 3 years | 32.56 | 33.13 | 98% |
| Returns for 5 years | 10.27 | 31.96 | 32% |
| Returns for 10 years | 62.26 | 186.98 | 33% |
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