LMSIX
Price
$14.54
Change
+$0.18 (+1.25%)
Updated
Jul 3 closing price
Net Assets
107.79M
VSMAX
Price
$116.63
Change
+$0.83 (+0.72%)
Updated
Jul 3 closing price
Net Assets
147.56B
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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$14.54
Change+$0.18 (+1.25%)
VolumeN/A
Net Assets107.79M
Vanguard Small Cap Index Admiral Shares
Price$116.63
Change+$0.83 (+0.72%)
VolumeN/A
Net Assets147.56B
LMSIX vs VSMAX Comparison Chart in %
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VS
LMSIX vs. VSMAX 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 VSMAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. LMSIX (108M). 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 : 12.25 vs. LMSIX (9.04). VSMAX return over 5 years is better than : 69.54 vs. LMSIX (44.27).
LMSIXVSMAXLMSIX / VSMAX
Total Expense Ratio1.000.052,000%
Annual Report Gross Expense Ratio1.090.052,180%
Fund Existence25 years25 years-
Gain YTD5.1341.447355%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets108M148B0%
Annual Yield % from dividends0.581.4042%
Returns for 1 year9.0412.2574%
Returns for 3 years32.5737.9586%
Returns for 5 years44.2769.5464%
Returns for 10 years6.40109.346%
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