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LMISX vs VTSMX
LMISX vs VTSMX Comparison
Open Charts LMISX vs VTSMX
Franklin U.S. Large Cap Equity IS
Price$25.31
Change+$0.14 (+0.56%)
VolumeN/A
Net Assets368.58M
Vanguard Total Stock Mkt Idx I
Price$149.66
Change+$0.95 (+0.64%)
VolumeN/A
Net Assets1.91T
LMISX vs VTSMX Comparison Chart in %
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LMISX vs. VTSMX commentary
Jul 11, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. LMISX (369M). VTSMX pays higher dividends than LMISX: VTSMX (1.12) vs LMISX (0.40). LMISX was incepted earlier than VTSMX: LMISX (17 years) vs VTSMX (33 years). LMISX (0.79) is less costly to investors than VTSMX (0.14). LMISX is a more actively managed with annual turnover of: 49.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than LMISX: VTSMX (3000) vs LMISX (1000000). VTSMX annual gain was more profitable for investors over the last year : 12.26 vs. LMISX (8.04). VTSMX return over 5 years is better than : 90.55 vs. LMISX (49.46).
| LMISX | VTSMX | LMISX / VTSMX | |
| Total Expense Ratio | 0.70 | 0.14 | 500% |
| Annual Report Gross Expense Ratio | 0.79 | 0.14 | 564% |
| Fund Existence | 17 years | 33 years | - |
| Gain YTD | 3.495 | 5.513 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 369M | 1.91T | 0% |
| Annual Yield % from dividends | 0.40 | 1.12 | 36% |
| Returns for 1 year | 8.04 | 12.26 | 66% |
| Returns for 3 years | 51.94 | 57.41 | 90% |
| Returns for 5 years | 49.46 | 90.55 | 55% |
| Returns for 10 years | 55.53 | 194.43 | 29% |
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