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LMBMX vs VSCPX
LMBMX vs VSCPX Comparison
Open Charts LMBMX vs VSCPX
Franklin U.S. Small Cap Equity IS
Price$14.46
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets110.3M
Vanguard Small Cap Index InstlPlus
Price$340.19
Change-$1.26 (-0.37%)
VolumeN/A
Net Assets154.18B
LMBMX vs VSCPX Comparison Chart in %
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LMBMX vs. VSCPX 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 VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 154B vs. LMBMX (110M). VSCPX pays higher dividends than LMBMX: VSCPX (1.39) vs LMBMX (0.71). LMBMX was incepted earlier than VSCPX: LMBMX (13 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). VSCPX (9.18) and LMBMX (9.08) have marching annual gain over last year. VSCPX return over 5 years is better than : 57.76 vs. LMBMX (35.70).
| 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 | 13 years | 15 years | - |
| Gain YTD | 8.804 | 2.528 | 348% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110M | 154B | 0% |
| Annual Yield % from dividends | 0.71 | 1.39 | 51% |
| Returns for 1 year | 9.08 | 9.18 | 99% |
| Returns for 3 years | 18.65 | 20.50 | 91% |
| Returns for 5 years | 35.70 | 57.76 | 62% |
| Returns for 10 years | 11.76 | 113.19 | 10% |
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