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LMISX vs VTSAX
LMISX vs VTSAX Comparison
Open Charts LMISX vs VTSAX
Franklin U.S. Large Cap Equity IS
Price$27.25
Change+$0.31 (+1.15%)
VolumeN/A
Net Assets392.06M
Vanguard Total Stock Mkt Idx Adm
Price$157.55
Change+$1.73 (+1.11%)
VolumeN/A
Net Assets2.05T
LMISX vs VTSAX Comparison Chart in %
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LMISX vs. VTSAX commentary
Nov 24, 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: 2.05T vs. LMISX (392M). VTSAX pays higher dividends than LMISX: VTSAX (1.11) vs LMISX (0.36). LMISX was incepted earlier than VTSAX: LMISX (18 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 : 9.80 vs. LMISX (7.38). VTSAX return over 5 years is better than : 77.36 vs. LMISX (45.65).
| 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 | 18 years | 25 years | - |
| Gain YTD | 12.048 | 11.788 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 392M | 2.05T | 0% |
| Annual Yield % from dividends | 0.36 | 1.11 | 32% |
| Returns for 1 year | 7.38 | 9.80 | 75% |
| Returns for 3 years | 59.05 | 62.14 | 95% |
| Returns for 5 years | 45.65 | 77.36 | 59% |
| Returns for 10 years | 69.38 | 213.47 | 32% |
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