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LMISX vs VSTSX
LMISX vs VSTSX Comparison
Open Charts LMISX vs VSTSX
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 Sel
Price$259.56
Change+$1.72 (+0.67%)
VolumeN/A
Net Assets1.7T
LMISX vs VSTSX Comparison Chart
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LMISX vs. VSTSX 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 VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.7T vs. LMISX (304M). VSTSX pays higher dividends than LMISX: VSTSX (1.37) vs LMISX (0.50). LMISX was incepted earlier than VSTSX: LMISX (17 years) vs VSTSX (9 years). LMISX (0.82) is less costly to investors than VSTSX (0.01). LMISX is a more actively managed with annual turnover of: 49.00 vs. VSTSX (2.00). LMISX has a lower initial minimum investment than VSTSX: LMISX (1000000) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 8.71 vs. LMISX (7.89). VSTSX return over 5 years is better than : 92.06 vs. LMISX (54.01).
| LMISX | VSTSX | LMISX / VSTSX | |
| Total Expense Ratio | 0.70 | 0.01 | 7,000% |
| Annual Report Gross Expense Ratio | 0.82 | 0.01 | 8,200% |
| Fund Existence | 17 years | 9 years | - |
| Gain YTD | -6.785 | -6.502 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000000 | 0% |
| 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 | 8.71 | 91% |
| Returns for 3 years | 27.09 | 29.81 | 91% |
| Returns for 5 years | 54.01 | 92.06 | 59% |
| Returns for 10 years | 38.07 | N/A | - |
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