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LMTIX vs VITSX
LMTIX vs VITSX Comparison
Open Charts LMTIX vs VITSX
Franklin U.S. Large Cap Equity I
Price$23.78
Change-$0.05 (-0.21%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Market Idx I
Price$136.99
Change-$0.34 (-0.25%)
VolumeN/A
CapitalizationN/A
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LMTIX vs VITSX Comparison Chart
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LMTIX vs. VITSX 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 LMTIX is a StrongBuy and VITSX is a Buy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.72T vs. LMTIX (319M). VITSX pays higher dividends than LMTIX: VITSX (1.36) vs LMTIX (0.57). LMTIX was incepted earlier than VITSX: LMTIX (9 years) vs VITSX (27 years). LMTIX is a more actively managed with annual turnover of: 25.00 vs. VITSX (2.00). LMTIX has a lower initial minimum investment than VITSX: LMTIX (1000000) vs VITSX (5000000). LMTIX annual gain was more profitable for investors over the last year : 34.22 vs. VITSX (31.57). VITSX return over 5 years is better than : 85.68 vs. LMTIX (37.93).
| LMTIX | VITSX | LMTIX / VITSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | 22.404 | 18.651 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 319M | 1.72T | 0% |
| Annual Yield % from dividends | 0.57 | 1.36 | 42% |
| Returns for 1 year | 34.22 | 31.57 | 108% |
| Returns for 3 years | 2.70 | 25.36 | 11% |
| Returns for 5 years | 37.93 | 85.68 | 44% |
| Returns for 10 years | 77.87 | 188.34 | 41% |
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