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LMISX vs VFIAX
LMISX vs VFIAX Comparison
Open Charts LMISX vs VFIAX
Franklin U.S. Large Cap Equity IS
Price$23.21
Change-$0.04 (-0.17%)
VolumeN/A
Net Assets341.58M
Vanguard 500 Index Admiral
Price$522.74
Change-$0.28 (-0.05%)
VolumeN/A
Net Assets1.33T
LMISX vs VFIAX Comparison Chart
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LMISX vs. VFIAX 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 LMISX is a Buy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.34T vs. LMISX (342M). VFIAX pays higher dividends than LMISX: VFIAX (1.36) vs LMISX (0.50). LMISX was incepted earlier than VFIAX: LMISX (17 years) vs VFIAX (25 years). LMISX (0.79) is less costly to investors than VFIAX (0.04). LMISX is a more actively managed with annual turnover of: 49.00 vs. VFIAX (2.00). VFIAX has a lower initial minimum investment than LMISX: VFIAX (3000) vs LMISX (1000000). VFIAX annual gain was more profitable for investors over the last year : 8.65 vs. LMISX (6.27). VFIAX return over 5 years is better than : 93.25 vs. LMISX (50.52).
| LMISX | VFIAX | LMISX / VFIAX | |
| Total Expense Ratio | 0.70 | 0.04 | 1,750% |
| Annual Report Gross Expense Ratio | 0.79 | 0.04 | 1,975% |
| Fund Existence | 17 years | 25 years | - |
| Gain YTD | -4.400 | -3.623 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 342M | 1.34T | 0% |
| Annual Yield % from dividends | 0.50 | 1.36 | 37% |
| Returns for 1 year | 6.27 | 8.65 | 73% |
| Returns for 3 years | 35.55 | 41.62 | 85% |
| Returns for 5 years | 50.52 | 93.25 | 54% |
| Returns for 10 years | 42.67 | 169.99 | 25% |