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LMISX vs VTSAX
LMISX vs VTSAX Comparison
Open Charts LMISX vs VTSAX
Franklin U.S. Large Cap Equity IS
Price$21.92
Change-$1.15 (-4.98%)
VolumeN/A
Net Assets317.3M
Vanguard Total Stock Mkt Idx Adm
Price$128.49
Change-$6.87 (-5.08%)
VolumeN/A
Net Assets1.81T
LMISX vs VTSAX Comparison Chart
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LMISX vs. VTSAX commentary
Apr 04, 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: 1.81T vs. LMISX (317M). VTSAX pays higher dividends than LMISX: VTSAX (1.35) vs LMISX (0.50). LMISX was incepted earlier than VTSAX: LMISX (17 years) vs VTSAX (24 years). LMISX (0.82) 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 : 8.05 vs. LMISX (6.03). VTSAX return over 5 years is better than : 126.25 vs. LMISX (79.39).
| LMISX | VTSAX | LMISX / VTSAX | |
| Total Expense Ratio | 0.70 | 0.04 | 1,750% |
| Annual Report Gross Expense Ratio | 0.82 | 0.04 | 2,050% |
| Fund Existence | 17 years | 24 years | - |
| Gain YTD | -5.140 | -3.990 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 317M | 1.81T | 0% |
| Annual Yield % from dividends | 0.50 | 1.35 | 37% |
| Returns for 1 year | 6.03 | 8.05 | 75% |
| Returns for 3 years | 17.70 | 21.03 | 84% |
| Returns for 5 years | 79.39 | 126.25 | 63% |
| Returns for 10 years | 41.73 | 167.38 | 25% |