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LMISX vs VTSAX
LMISX vs VTSAX Comparison
Open Charts LMISX vs VTSAX
Franklin U.S. Large Cap Equity IS
Price$24.93
Change+$0.20 (+0.81%)
VolumeN/A
Net Assets345M
Vanguard Total Stock Mkt Idx Adm
Price$144.19
Change+$1.35 (+0.95%)
VolumeN/A
Net Assets1.78T
LMISX vs VTSAX Comparison Chart
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LMISX vs. VTSAX commentary
Jan 19, 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 VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.78T vs. LMISX (345M). 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 : 27.72 vs. VTSAX (25.26). VTSAX return over 5 years is better than : 76.10 vs. LMISX (40.52).
| 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 | 2.508 | 2.241 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 345M | 1.78T | 0% |
| Annual Yield % from dividends | 0.63 | 1.35 | 46% |
| Returns for 1 year | 27.72 | 25.26 | 110% |
| Returns for 3 years | 26.31 | 28.96 | 91% |
| Returns for 5 years | 40.52 | 76.10 | 53% |
| Returns for 10 years | 59.84 | 195.63 | 31% |
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