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LKEQX vs VTSMX
LKEQX vs VTSMX Comparison
Open Charts LKEQX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$137.25
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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LKEQX vs VTSMX Comparison Chart
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LKEQX vs. VTSMX commentary
Sep 20, 2024
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 LKEQX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. LKEQX (529M). VTSMX pays higher dividends than LKEQX: VTSMX (1.26) vs LKEQX (0.83). LKEQX was incepted earlier than VTSMX: LKEQX (29 years) vs VTSMX (32 years). LKEQX is a more actively managed with annual turnover of: 10.00 vs. VTSMX (2.00). LKEQX has a lower initial minimum investment than VTSMX: LKEQX (2000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 25.89 vs. LKEQX (19.02). VTSMX return over 5 years is better than : 82.93 vs. LKEQX (43.14).
| LKEQX | VTSMX | LKEQX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 32 years | - |
| Gain YTD | 13.717 | 16.884 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 529M | 1.72T | 0% |
| Annual Yield % from dividends | 0.83 | 1.26 | 65% |
| Returns for 1 year | 19.02 | 25.89 | 73% |
| Returns for 3 years | 0.27 | 21.33 | 1% |
| Returns for 5 years | 43.14 | 82.93 | 52% |
| Returns for 10 years | 72.36 | 178.97 | 40% |
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