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LMBMX vs VSMAX
LMBMX vs VSMAX Comparison
Open Charts LMBMX vs VSMAX
Franklin U.S. Small Cap Equity IS
Price$15.21
Change+$0.23 (+1.54%)
VolumeN/A
Net Assets116.26M
Vanguard Small Cap Index Admiral Shares
Price$122.47
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
LMBMX vs VSMAX Comparison Chart in %
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LMBMX vs. VSMAX commentary
Sep 09, 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 Buy and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. LMBMX (116M). VSMAX pays higher dividends than LMBMX: VSMAX (1.31) vs LMBMX (0.66). LMBMX was incepted earlier than VSMAX: LMBMX (13 years) vs VSMAX (25 years). LMBMX (0.96) is less costly to investors than VSMAX (0.05). LMBMX is a more actively managed with annual turnover of: 53.00 vs. VSMAX (13.00). VSMAX has a lower initial minimum investment than LMBMX: VSMAX (3000) vs LMBMX (1000000). LMBMX annual gain was more profitable for investors over the last year : 15.38 vs. VSMAX (13.64). VSMAX return over 5 years is better than : 66.80 vs. LMBMX (47.53).
| LMBMX | VSMAX | LMBMX / VSMAX | |
| Total Expense Ratio | 0.75 | 0.05 | 1,500% |
| Annual Report Gross Expense Ratio | 0.96 | 0.05 | 1,920% |
| Fund Existence | 13 years | 25 years | - |
| Gain YTD | 14.748 | 6.527 | 226% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116M | 161B | 0% |
| Annual Yield % from dividends | 0.66 | 1.31 | 50% |
| Returns for 1 year | 15.38 | 13.64 | 113% |
| Returns for 3 years | 39.08 | 39.35 | 99% |
| Returns for 5 years | 47.53 | 66.80 | 71% |
| Returns for 10 years | 23.39 | 132.90 | 18% |
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