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LMISX vs VSMPX
LMISX vs VSMPX Comparison
Open Charts LMISX vs VSMPX
Franklin U.S. Large Cap Equity IS
Price$22.82
Change-$0.64 (-2.73%)
VolumeN/A
Net Assets311.31M
Vanguard Total Stock Mkt Idx Instl Pls
Price$251.68
Change-$7.17 (-2.77%)
VolumeN/A
Net Assets1.81T
LMISX vs VSMPX Comparison Chart
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LMISX vs. VSMPX commentary
Mar 11, 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 VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.81T vs. LMISX (311M). VSMPX pays higher dividends than LMISX: VSMPX (1.25) vs LMISX (0.47). LMISX was incepted earlier than VSMPX: LMISX (17 years) vs VSMPX (10 years). LMISX (0.82) is less costly to investors than VSMPX (0.02). LMISX is a more actively managed with annual turnover of: 49.00 vs. VSMPX (2.00). LMISX has a lower initial minimum investment than VSMPX: LMISX (1000000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 10.85 vs. LMISX (10.08). VSMPX return over 5 years is better than : 88.89 vs. LMISX (48.53).
| LMISX | VSMPX | LMISX / VSMPX | |
| Total Expense Ratio | 0.70 | 0.02 | 3,500% |
| Annual Report Gross Expense Ratio | 0.82 | 0.02 | 4,100% |
| Fund Existence | 17 years | 10 years | - |
| Gain YTD | -3.536 | -2.166 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 311M | 1.81T | 0% |
| Annual Yield % from dividends | 0.47 | 1.25 | 38% |
| Returns for 1 year | 10.08 | 10.85 | 93% |
| Returns for 3 years | 31.66 | 35.28 | 90% |
| Returns for 5 years | 48.53 | 88.89 | 55% |
| Returns for 10 years | 46.68 | N/A | - |
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