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LMSIX vs VSCPX
LMSIX vs VSCPX Comparison
Open Charts LMSIX vs VSCPX
Franklin U.S. Small Cap Equity I
Price$14.54
Change+$0.18 (+1.25%)
VolumeN/A
Net Assets107.79M
Vanguard Small Cap Index InstlPlus
Price$336.62
Change+$2.39 (+0.72%)
VolumeN/A
Net Assets147.56B
LMSIX vs VSCPX Comparison Chart in %
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LMSIX vs. VSCPX commentary
Jul 07, 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 Buy and VSCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 148B vs. LMSIX (108M). VSCPX pays higher dividends than LMSIX: VSCPX (1.42) vs LMSIX (0.58). 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 annual gain was more profitable for investors over the last year : 12.26 vs. LMSIX (9.04). VSCPX return over 5 years is better than : 69.56 vs. LMSIX (44.27).
| 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 | 5.134 | 1.452 | 354% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108M | 148B | 0% |
| Annual Yield % from dividends | 0.58 | 1.42 | 41% |
| Returns for 1 year | 9.04 | 12.26 | 74% |
| Returns for 3 years | 32.57 | 37.96 | 86% |
| Returns for 5 years | 44.27 | 69.56 | 64% |
| Returns for 10 years | 6.40 | 109.40 | 6% |
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