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LMSIX vs VSMAX
LMSIX vs VSMAX Comparison
Open Charts LMSIX vs VSMAX
Franklin U.S. Small Cap Equity I
Price$15.98
Change-$0.43 (-2.62%)
VolumeN/A
Net Assets125.1M
Vanguard Small Cap Index Admiral Shares
Price$119.94
Change-$2.71 (-2.21%)
VolumeN/A
Net Assets161.58B
LMSIX vs VSMAX Comparison Chart in %
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LMSIX vs. VSMAX commentary
Nov 14, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. LMSIX (125M). VSMAX pays higher dividends than LMSIX: VSMAX (1.34) vs LMSIX (0.51). LMSIX was incepted earlier than VSMAX: LMSIX (26 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). LMSIX annual gain was more profitable for investors over the last year : 5.99 vs. VSMAX (1.45). VSMAX return over 5 years is better than : 48.41 vs. LMSIX (34.88).
| 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 | 26 years | 25 years | - |
| Gain YTD | 18.655 | 6.757 | 276% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125M | 162B | 0% |
| Annual Yield % from dividends | 0.51 | 1.34 | 38% |
| Returns for 1 year | 5.99 | 1.45 | 413% |
| Returns for 3 years | 35.54 | 33.26 | 107% |
| Returns for 5 years | 34.88 | 48.41 | 72% |
| Returns for 10 years | 29.89 | 138.28 | 22% |
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