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LMTIX vs VFFSX
LMTIX vs VFFSX Comparison
Open Charts LMTIX vs VFFSX
Franklin U.S. Large Cap Equity I
Price$21.85
Change-$1.15 (-5.00%)
VolumeN/A
Net Assets317.3M
Vanguard 500 Index Institutional Select
Price$263.98
Change-$13.42 (-4.84%)
VolumeN/A
Net Assets1.4T
LMTIX vs VFFSX Comparison Chart
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LMTIX vs. VFFSX 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 LMTIX is a Hold and VFFSX is a Hold.
FUNDAMENTALS
Fundamentals
VFFSX has more cash in the bank: 1.4T vs. LMTIX (317M). VFFSX pays higher dividends than LMTIX: VFFSX (1.36) vs LMTIX (0.44). LMTIX was incepted earlier than VFFSX: LMTIX (10 years) vs VFFSX (9 years). LMTIX (0.93) is less costly to investors than VFFSX (0.01). LMTIX is a more actively managed with annual turnover of: 49.00 vs. VFFSX (2.00). LMTIX has a lower initial minimum investment than VFFSX: LMTIX (1000000) vs VFFSX (5000000000). VFFSX annual gain was more profitable for investors over the last year : 8.88 vs. LMTIX (5.89). VFFSX return over 5 years is better than : 128.09 vs. LMTIX (78.54).
| LMTIX | VFFSX | LMTIX / VFFSX | |
| Total Expense Ratio | 0.80 | 0.01 | 8,000% |
| Annual Report Gross Expense Ratio | 0.93 | 0.01 | 9,300% |
| Fund Existence | 10 years | 9 years | - |
| Gain YTD | -5.194 | -3.583 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 317M | 1.4T | 0% |
| Annual Yield % from dividends | 0.44 | 1.36 | 33% |
| Returns for 1 year | 5.89 | 8.88 | 66% |
| Returns for 3 years | 17.33 | 23.90 | 73% |
| Returns for 5 years | 78.54 | 128.09 | 61% |
| Returns for 10 years | 72.63 | N/A | - |
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