Ad is loading...
LMISX vs VTSAX
LMISX vs VTSAX Comparison
Open Charts LMISX vs VTSAX
Franklin U.S. Large Cap Equity IS
Price$23.85
Change-$0.05 (-0.21%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$136.96
Change-$0.34 (-0.25%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
LMISX vs VTSAX Comparison Chart
Loading...
LMISX vs. VTSAX commentary
Sep 21, 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 StrongBuy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. LMISX (319M). VTSAX pays higher dividends than LMISX: VTSAX (1.35) vs LMISX (0.63). LMISX was incepted earlier than VTSAX: LMISX (16 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 : 34.40 vs. VTSAX (31.56). VTSAX return over 5 years is better than : 85.68 vs. LMISX (38.71).
| LMISX | VTSAX | LMISX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | 22.449 | 18.645 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 319M | 1.72T | 0% |
| Annual Yield % from dividends | 0.63 | 1.35 | 46% |
| Returns for 1 year | 34.40 | 31.56 | 109% |
| Returns for 3 years | 3.03 | 25.35 | 12% |
| Returns for 5 years | 38.71 | 85.68 | 45% |
| Returns for 10 years | 49.50 | 188.32 | 26% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| ESPNX | 45.05 | N/A | N/A |
| Allspring Special Small Cap Value Inst | |||
| APAYX | 11.25 | -0.01 | -0.09% |
| Integrity Dividend Summit A | |||
| TMIRX | 9.72 | -0.05 | -0.51% |
| Transamerica Mid Cap Growth R | |||
| HLMRX | 18.28 | -0.16 | -0.87% |
| Harding Loevner Intl Small Coms Instl | |||
| MCEGX | 14.12 | -0.19 | -1.33% |
| BlackRock Unconstrained Equity Inv C | |||