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FXAIX vs LMISX
FXAIX vs LMISX Comparison
Open Charts FXAIX vs LMISX
Franklin U.S. Large Cap Equity IS
Price$23.21
Change-$0.04 (-0.17%)
VolumeN/A
Net Assets341.58M
FXAIX vs LMISX Comparison Chart
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FXAIX vs. LMISX commentary
May 10, 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 FXAIX is a Buy and LMISX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 594B vs. LMISX (342M). FXAIX pays higher dividends than LMISX: FXAIX (1.34) vs LMISX (0.50). FXAIX was incepted earlier than LMISX: FXAIX (14 years) vs LMISX (17 years). LMISX (0.79) is less costly to investors than FXAIX (0.01). LMISX is a more actively managed with annual turnover of: 49.00 vs. FXAIX (2.00). FXAIX has a lower initial minimum investment than LMISX: FXAIX (0) vs LMISX (1000000). FXAIX annual gain was more profitable for investors over the last year : 10.05 vs. LMISX (6.27). FXAIX return over 5 years is better than : 108.52 vs. LMISX (50.52).
| FXAIX | LMISX | FXAIX / LMISX | |
| Total Expense Ratio | 0.01 | 0.70 | 2% |
| Annual Report Gross Expense Ratio | 0.01 | 0.79 | 2% |
| Fund Existence | 14 years | 17 years | - |
| Gain YTD | -3.312 | -4.400 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 594B | 342M | 173,684% |
| Annual Yield % from dividends | 1.34 | 0.50 | 266% |
| Returns for 1 year | 10.05 | 6.27 | 160% |
| Returns for 3 years | 48.16 | 35.55 | 135% |
| Returns for 5 years | 108.52 | 50.52 | 215% |
| Returns for 10 years | 194.96 | 42.67 | 457% |
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