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LMSIX vs VSMAX
LMSIX vs VSMAX Comparison
Open Charts LMSIX vs VSMAX
Franklin U.S. Small Cap Equity I
Price$14.46
Change+$0.07 (+0.49%)
VolumeN/A
Net Assets106.91M
Vanguard Small Cap Index Admiral Shares
Price$118.19
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
LMSIX vs VSMAX Comparison Chart in %
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LMSIX vs. VSMAX commentary
Jul 27, 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 Hold and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. LMSIX (107M). VSMAX pays higher dividends than LMSIX: VSMAX (1.40) vs LMSIX (0.58). LMSIX was incepted earlier than VSMAX: LMSIX (25 years) vs VSMAX (25 years). LMSIX (1.09) is less costly to investors than VSMAX (0.05). LMSIX is a more actively managed with annual turnover of: 53.00 vs. VSMAX (13.00). VSMAX has a lower initial minimum investment than LMSIX: VSMAX (3000) vs LMSIX (1000000). VSMAX annual gain was more profitable for investors over the last year : 8.49 vs. LMSIX (1.19). VSMAX return over 5 years is better than : 66.87 vs. LMSIX (39.29).
| LMSIX | VSMAX | LMSIX / VSMAX | |
| Total Expense Ratio | 1.00 | 0.05 | 2,000% |
| Annual Report Gross Expense Ratio | 1.09 | 0.05 | 2,180% |
| Fund Existence | 25 years | 25 years | - |
| Gain YTD | 4.555 | 2.804 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107M | 153B | 0% |
| Annual Yield % from dividends | 0.58 | 1.40 | 42% |
| Returns for 1 year | 1.19 | 8.49 | 14% |
| Returns for 3 years | 25.97 | 34.27 | 76% |
| Returns for 5 years | 39.29 | 66.87 | 59% |
| Returns for 10 years | 8.11 | 115.21 | 7% |
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