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LMISX vs VTSMX
LMISX vs VTSMX Comparison
Open Charts LMISX vs VTSMX
Franklin U.S. Large Cap Equity IS
Price$27.49
Change-$0.14 (-0.51%)
VolumeN/A
Net Assets401.5M
Vanguard Total Stock Mkt Idx I
Price$160.44
Change-$0.75 (-0.47%)
VolumeN/A
Net Assets2.02T
LMISX vs VTSMX Comparison Chart in %
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LMISX vs. VTSMX commentary
Oct 09, 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: 2.02T vs. LMISX (401M). VTSMX pays higher dividends than LMISX: VTSMX (1.04) vs LMISX (0.36). 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 : 18.34 vs. LMISX (15.68). VTSMX return over 5 years is better than : 89.06 vs. LMISX (52.09).
| 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 | 13.610 | 14.389 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 401M | 2.02T | 0% |
| Annual Yield % from dividends | 0.36 | 1.04 | 35% |
| Returns for 1 year | 15.68 | 18.34 | 86% |
| Returns for 3 years | 75.95 | 82.05 | 93% |
| Returns for 5 years | 52.09 | 89.06 | 58% |
| Returns for 10 years | 77.15 | 231.08 | 33% |
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