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LMSIX vs VSCPX
LMSIX vs VSCPX Comparison
Open Charts LMSIX vs VSCPX
Franklin U.S. Small Cap Equity I
Price$16.43
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets145.25M
Vanguard Small Cap Index InstlPlus
Price$377.69
Change+$0.86 (+0.23%)
VolumeN/A
Net Assets162.31B
LMSIX vs VSCPX Comparison Chart in %
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LMSIX 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 LMSIX is a Hold and VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 162B vs. LMSIX (145M). VSCPX pays higher dividends than LMSIX: VSCPX (1.35) vs LMSIX (0.34). LMSIX was incepted earlier than VSCPX: LMSIX (26 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). LMSIX annual gain was more profitable for investors over the last year : 19.11 vs. VSCPX (13.01). VSCPX return over 5 years is better than : 35.08 vs. LMSIX (15.93).
| 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 | 26 years | 15 years | - |
| Gain YTD | 5.051 | 5.887 | 86% |
| 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 | 0.34 | 1.35 | 25% |
| Returns for 1 year | 19.11 | 13.01 | 147% |
| Returns for 3 years | 37.71 | 40.83 | 92% |
| Returns for 5 years | 15.93 | 35.08 | 45% |
| Returns for 10 years | 59.81 | 186.11 | 32% |
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