Interact to see
Advertisement
Advertisement
LMISX vs VTSAX
LMISX vs VTSAX Comparison
Open Charts LMISX vs VTSAX
Franklin U.S. Large Cap Equity IS
Price$25.76
Change-$0.05 (-0.19%)
VolumeN/A
Net Assets378.55M
Vanguard Total Stock Mkt Idx Adm
Price$151.34
Change-$0.14 (-0.09%)
VolumeN/A
Net Assets1.91T
LMISX vs VTSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LMISX vs. VTSAX commentary
Aug 08, 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 VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. LMISX (379M). VTSAX pays higher dividends than LMISX: VTSAX (1.18) vs LMISX (0.39). LMISX was incepted earlier than VTSAX: LMISX (17 years) vs VTSAX (25 years). LMISX (0.79) is less costly to investors than VTSAX (0.04). LMISX is a more actively managed with annual turnover of: 49.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than LMISX: VTSAX (3000) vs LMISX (1000000). VTSAX annual gain was more profitable for investors over the last year : 21.78 vs. LMISX (19.75). VTSAX return over 5 years is better than : 83.94 vs. LMISX (45.40).
| LMISX | VTSAX | LMISX / VTSAX | |
| Total Expense Ratio | 0.70 | 0.04 | 1,750% |
| Annual Report Gross Expense Ratio | 0.79 | 0.04 | 1,975% |
| Fund Existence | 17 years | 25 years | - |
| Gain YTD | 6.127 | 7.459 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 379M | 1.91T | 0% |
| Annual Yield % from dividends | 0.39 | 1.18 | 33% |
| Returns for 1 year | 19.75 | 21.78 | 91% |
| Returns for 3 years | 47.03 | 50.18 | 94% |
| Returns for 5 years | 45.40 | 83.94 | 54% |
| Returns for 10 years | 57.92 | 197.46 | 29% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement