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LMISX vs VTSAX
LMISX vs VTSAX Comparison
Open Charts LMISX vs VTSAX
Franklin U.S. Large Cap Equity IS
Price$25.10
Change-$1.07 (-4.09%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$141.29
Change-$4.58 (-3.14%)
VolumeN/A
CapitalizationN/A
LMISX vs VTSAX Comparison Chart
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LMISX vs. VTSAX 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 VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.84T vs. LMISX (352M). VTSAX pays higher dividends than LMISX: VTSAX (1.35) vs LMISX (0.63). LMISX was incepted earlier than VTSAX: LMISX (17 years) vs VTSAX (24 years). LMISX is a more actively managed with annual turnover of: 25.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than LMISX: VTSAX (3000) vs LMISX (1000000). LMISX annual gain was more profitable for investors over the last year : 30.12 vs. VTSAX (26.91). VTSAX return over 5 years is better than : 84.17 vs. LMISX (45.94).
| LMISX | VTSAX | LMISX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 24 years | - |
| Gain YTD | 29.383 | 26.390 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 352M | 1.84T | 0% |
| Annual Yield % from dividends | 0.63 | 1.35 | 46% |
| Returns for 1 year | 30.12 | 26.91 | 112% |
| Returns for 3 years | 2.80 | 27.89 | 10% |
| Returns for 5 years | 45.94 | 84.17 | 55% |
| Returns for 10 years | 56.84 | 192.77 | 29% |
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