Interact to see
Advertisement
Advertisement
LMBMX vs VSCPX
LMBMX vs VSCPX Comparison
Open Charts LMBMX vs VSCPX
Franklin U.S. Small Cap Equity IS
Price$16.16
Change+$0.06 (+0.37%)
VolumeN/A
Net Assets128.36M
Vanguard Small Cap Index InstlPlus
Price$359.91
Change+$1.80 (+0.50%)
VolumeN/A
Net Assets163.34B
LMBMX vs VSCPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LMBMX vs. VSCPX commentary
Dec 06, 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 Hold and VSCPX is a Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 163B vs. LMBMX (128M). VSCPX pays higher dividends than LMBMX: VSCPX (1.34) vs LMBMX (0.62). 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 : 7.63 vs. VSCPX (0.27). VSCPX return over 5 years is better than : 40.32 vs. LMBMX (26.92).
| 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 | 21.595 | 8.547 | 253% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128M | 163B | 0% |
| Annual Yield % from dividends | 0.62 | 1.34 | 46% |
| Returns for 1 year | 7.63 | 0.27 | 2,796% |
| Returns for 3 years | 41.09 | 37.60 | 109% |
| Returns for 5 years | 26.92 | 40.32 | 67% |
| Returns for 10 years | 30.75 | 138.42 | 22% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement