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LMISX vs VSMPX
LMISX vs VSMPX Comparison
Open Charts LMISX vs VSMPX
Franklin U.S. Large Cap Equity IS
Price$25.10
Change-$1.07 (-4.09%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$265.08
Change-$8.59 (-3.14%)
VolumeN/A
CapitalizationN/A
LMISX vs VSMPX Comparison Chart
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LMISX vs. VSMPX commentary
Dec 19, 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 LMISX is a StrongBuy and VSMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.84T vs. LMISX (352M). VSMPX pays higher dividends than LMISX: VSMPX (1.36) vs LMISX (0.63). LMISX was incepted earlier than VSMPX: LMISX (17 years) vs VSMPX (10 years). LMISX is a more actively managed with annual turnover of: 25.00 vs. VSMPX (2.00). LMISX has a lower initial minimum investment than VSMPX: LMISX (1000000) vs VSMPX (100000000). LMISX annual gain was more profitable for investors over the last year : 30.12 vs. VSMPX (26.92). VSMPX return over 5 years is better than : 84.20 vs. LMISX (45.94).
| LMISX | VSMPX | LMISX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 10 years | - |
| Gain YTD | 29.383 | 26.405 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 352M | 1.84T | 0% |
| Annual Yield % from dividends | 0.63 | 1.36 | 46% |
| Returns for 1 year | 30.12 | 26.92 | 112% |
| Returns for 3 years | 2.80 | 27.92 | 10% |
| Returns for 5 years | 45.94 | 84.20 | 55% |
| Returns for 10 years | 56.84 | N/A | - |
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