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LMISX vs VSTSX
LMISX vs VSTSX Comparison
Open Charts LMISX vs VSTSX
Franklin U.S. Large Cap Equity IS
Price$21.92
Change-$1.15 (-4.98%)
VolumeN/A
Net Assets317.3M
Vanguard Total Stock Mkt Idx Instl Sel
Price$253.01
Change-$13.54 (-5.08%)
VolumeN/A
Net Assets1.81T
LMISX vs VSTSX Comparison Chart
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LMISX vs. VSTSX commentary
Apr 04, 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 Hold and VSTSX is a Hold.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.81T vs. LMISX (317M). 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 : 8.07 vs. LMISX (6.03). VSTSX return over 5 years is better than : 126.39 vs. LMISX (79.39).
| 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 | -5.140 | -3.985 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 317M | 1.81T | 0% |
| Annual Yield % from dividends | 0.50 | 1.37 | 37% |
| Returns for 1 year | 6.03 | 8.07 | 75% |
| Returns for 3 years | 17.70 | 21.09 | 84% |
| Returns for 5 years | 79.39 | 126.39 | 63% |
| Returns for 10 years | 41.73 | N/A | - |
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