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LMISX vs VSMPX
LMISX vs VSMPX Comparison
Open Charts LMISX vs VSMPX
Franklin U.S. Large Cap Equity IS
Price$22.67
Change+$0.16 (+0.71%)
VolumeN/A
Net Assets303.83M
Vanguard Total Stock Mkt Idx Instl Pls
Price$247.30
Change+$1.65 (+0.67%)
VolumeN/A
Net Assets1.7T
LMISX vs VSMPX Comparison Chart
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LMISX vs. VSMPX commentary
Apr 28, 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: 1.7T vs. LMISX (304M). VSMPX pays higher dividends than LMISX: VSMPX (1.37) vs LMISX (0.50). 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 : 8.70 vs. LMISX (7.89). VSMPX return over 5 years is better than : 92.00 vs. LMISX (54.01).
| 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 | -6.785 | -6.501 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 304M | 1.7T | 0% |
| Annual Yield % from dividends | 0.50 | 1.37 | 37% |
| Returns for 1 year | 7.89 | 8.70 | 91% |
| Returns for 3 years | 27.09 | 29.77 | 91% |
| Returns for 5 years | 54.01 | 92.00 | 59% |
| Returns for 10 years | 38.07 | 148.82 | 26% |