Ad is loading...
LMISX vs VFINX
LMISX vs VFINX Comparison
Open Charts LMISX vs VFINX
Franklin U.S. Large Cap Equity IS
Price$23.21
Change-$0.04 (-0.17%)
VolumeN/A
Net Assets341.58M
Vanguard 500 Index Investor
Price$522.78
Change-$0.28 (-0.05%)
VolumeN/A
Net Assets1.33T
LMISX vs VFINX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LMISX vs. VFINX 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 VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.34T vs. LMISX (342M). VFINX pays higher dividends than LMISX: VFINX (1.25) vs LMISX (0.50). LMISX was incepted earlier than VFINX: LMISX (17 years) vs VFINX (49 years). LMISX (0.79) is less costly to investors than VFINX (0.14). LMISX is a more actively managed with annual turnover of: 49.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than LMISX: VFINX (0) vs LMISX (1000000). VFINX annual gain was more profitable for investors over the last year : 8.65 vs. LMISX (6.27). VFINX return over 5 years is better than : 93.26 vs. LMISX (50.52).
| LMISX | VFINX | LMISX / VFINX | |
| Total Expense Ratio | 0.70 | 0.14 | 500% |
| Annual Report Gross Expense Ratio | 0.79 | 0.14 | 564% |
| Fund Existence | 17 years | 49 years | - |
| Gain YTD | -4.400 | -3.631 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 342M | 1.34T | 0% |
| Annual Yield % from dividends | 0.50 | 1.25 | 40% |
| Returns for 1 year | 6.27 | 8.65 | 73% |
| Returns for 3 years | 35.55 | 41.62 | 85% |
| Returns for 5 years | 50.52 | 93.26 | 54% |
| Returns for 10 years | 42.67 | 170.01 | 25% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| TBWCX | 19.08 | 0.17 | +0.90% |
| Thornburg Better World International C | |||
| TNVRX | 15.88 | N/A | N/A |
| 1290 GAMCO Small/Mid Cap Value R | |||
| FSYNX | 9.28 | N/A | N/A |
| Fidelity Advisor Sustainable EM Eq M | |||
| OIGCX | 29.80 | N/A | N/A |
| Invesco Oppenheimer International Gr C | |||
| MEQAX | 9.90 | N/A | N/A |
| American Century International Val A | |||