Ad is loading...
Ad is loading...
LMISX vs VSTSX
LMISX vs VSTSX Comparison
Open Charts LMISX vs VSTSX
Franklin U.S. Large Cap Equity IS
Price$25.12
Change-$0.38 (-1.49%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Sel
Price$278.21
Change-$3.68 (-1.31%)
VolumeN/A
CapitalizationN/A
LMISX vs VSTSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LMISX vs. VSTSX commentary
Nov 18, 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 StrongSell and VSTSX is a StrongSell.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.73T vs. LMISX (340M). VSTSX pays higher dividends than LMISX: VSTSX (1.36) vs LMISX (0.63). LMISX was incepted earlier than VSTSX: LMISX (17 years) vs VSTSX (8 years). LMISX is a more actively managed with annual turnover of: 25.00 vs. VSTSX (2.00). LMISX has a lower initial minimum investment than VSTSX: LMISX (1000000) vs VSTSX (5000000000). LMISX annual gain was more profitable for investors over the last year : 35.79 vs. VSTSX (30.56). VSTSX return over 5 years is better than : 83.83 vs. LMISX (39.16).
| LMISX | VSTSX | LMISX / VSTSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 8 years | - |
| Gain YTD | 28.969 | 22.443 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 340M | 1.73T | 0% |
| Annual Yield % from dividends | 0.63 | 1.36 | 46% |
| Returns for 1 year | 35.79 | 30.56 | 117% |
| Returns for 3 years | -0.29 | 19.98 | -1% |
| Returns for 5 years | 39.16 | 83.83 | 47% |
| Returns for 10 years | 50.83 | N/A | - |