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LMBMX vs VSCPX
LMBMX vs VSCPX Comparison
Open Charts LMBMX vs VSCPX
Franklin U.S. Small Cap Equity IS
Price$15.75
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets145.25M
Vanguard Small Cap Index InstlPlus
Price$377.69
Change+$0.86 (+0.23%)
VolumeN/A
Net Assets162.31B
LMBMX vs VSCPX Comparison Chart in %
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LMBMX vs. VSCPX commentary
Jan 15, 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 Hold and VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 162B vs. LMBMX (145M). VSCPX pays higher dividends than LMBMX: VSCPX (1.35) vs LMBMX (0.41). 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 : 20.27 vs. VSCPX (13.01). VSCPX return over 5 years is better than : 35.08 vs. LMBMX (13.64).
| 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 | 4.933 | 5.887 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145M | 162B | 0% |
| Annual Yield % from dividends | 0.41 | 1.35 | 30% |
| Returns for 1 year | 20.27 | 13.01 | 156% |
| Returns for 3 years | 37.50 | 40.83 | 92% |
| Returns for 5 years | 13.64 | 35.08 | 39% |
| Returns for 10 years | 57.77 | 186.11 | 31% |
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