LMSIX
Price
$14.46
Change
+$0.07 (+0.49%)
Updated
Jul 25 closing price
Net Assets
106.91M
VSMAX
Price
$118.19
Change
+$0.72 (+0.61%)
Updated
Jul 25 closing price
Net Assets
153.28B
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LMSIX vs VSMAX

Header iconLMSIX vs VSMAX Comparison
Open Charts LMSIX vs VSMAXBanner chart's image
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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VS
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.

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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).
LMSIXVSMAXLMSIX / VSMAX
Total Expense Ratio1.000.052,000%
Annual Report Gross Expense Ratio1.090.052,180%
Fund Existence25 years25 years-
Gain YTD4.5552.804162%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets107M153B0%
Annual Yield % from dividends0.581.4042%
Returns for 1 year1.198.4914%
Returns for 3 years25.9734.2776%
Returns for 5 years39.2966.8759%
Returns for 10 years8.11115.217%
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