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LMISX vs VTSAX
LMISX vs VTSAX Comparison
Open Charts LMISX vs VTSAX
Franklin U.S. Large Cap Equity IS
Price$25.12
Change-$0.38 (-1.49%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$141.29
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
LMISX vs VTSAX Comparison Chart
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LMISX vs. VTSAX commentary
Nov 18, 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 StrongSell and VTSAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.73T vs. LMISX (340M). 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 : 35.79 vs. VTSAX (30.54). VTSAX return over 5 years is better than : 83.75 vs. LMISX (39.16).
| 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 | 28.969 | 22.422 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 340M | 1.73T | 0% |
| Annual Yield % from dividends | 0.63 | 1.35 | 46% |
| Returns for 1 year | 35.79 | 30.54 | 117% |
| Returns for 3 years | -0.29 | 19.92 | -1% |
| Returns for 5 years | 39.16 | 83.75 | 47% |
| Returns for 10 years | 50.83 | 186.74 | 27% |
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