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LMISX vs VTSAX
LMISX vs VTSAX Comparison
Open Charts LMISX vs VTSAX
Franklin U.S. Large Cap Equity IS
Price$26.35
Change-$0.14 (-0.53%)
VolumeN/A
Net Assets383.14M
Vanguard Total Stock Mkt Idx Adm
Price$154.83
Change-$0.98 (-0.63%)
VolumeN/A
Net Assets1.91T
LMISX vs VTSAX Comparison Chart in %
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LMISX vs. VTSAX commentary
Sep 01, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. LMISX (383M). VTSAX pays higher dividends than LMISX: VTSAX (1.16) vs LMISX (0.38). 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 : 15.49 vs. LMISX (13.06). VTSAX return over 5 years is better than : 79.74 vs. LMISX (42.38).
| 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 | 8.347 | 9.836 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 383M | 1.91T | 0% |
| Annual Yield % from dividends | 0.38 | 1.16 | 33% |
| Returns for 1 year | 13.06 | 15.49 | 84% |
| Returns for 3 years | 54.86 | 59.50 | 92% |
| Returns for 5 years | 42.38 | 79.74 | 53% |
| Returns for 10 years | 77.32 | 232.97 | 33% |
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