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LMSIX vs VSCPX
LMSIX vs VSCPX Comparison
Open Charts LMSIX vs VSCPX
Franklin U.S. Small Cap Equity I
Price$15.05
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets110.3M
Vanguard Small Cap Index InstlPlus
Price$340.19
Change-$1.26 (-0.37%)
VolumeN/A
Net Assets154.18B
LMSIX vs VSCPX Comparison Chart in %
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LMSIX vs. VSCPX commentary
Aug 18, 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 LMSIX is a StrongBuy and VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 154B vs. LMSIX (110M). VSCPX pays higher dividends than LMSIX: VSCPX (1.39) vs LMSIX (0.57). LMSIX was incepted earlier than VSCPX: LMSIX (25 years) vs VSCPX (15 years). LMSIX (1.09) is less costly to investors than VSCPX (0.03). LMSIX is a more actively managed with annual turnover of: 53.00 vs. VSCPX (13.00). LMSIX has a lower initial minimum investment than VSCPX: LMSIX (1000000) vs VSCPX (100000000). VSCPX (9.18) and LMSIX (9.12) have marching annual gain over last year. VSCPX return over 5 years is better than : 57.76 vs. LMSIX (36.27).
| LMSIX | VSCPX | LMSIX / VSCPX | |
| Total Expense Ratio | 1.00 | 0.03 | 3,333% |
| Annual Report Gross Expense Ratio | 1.09 | 0.03 | 3,633% |
| Fund Existence | 25 years | 15 years | - |
| Gain YTD | 8.821 | 2.528 | 349% |
| 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 | 0.57 | 1.39 | 41% |
| Returns for 1 year | 9.12 | 9.18 | 99% |
| Returns for 3 years | 18.72 | 20.50 | 91% |
| Returns for 5 years | 36.27 | 57.76 | 63% |
| Returns for 10 years | 13.09 | 113.19 | 12% |
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