Interact to see
Advertisement
Advertisement
LMTIX vs VITSX
LMTIX vs VITSX Comparison
Open Charts LMTIX vs VITSX
Franklin U.S. Large Cap Equity I
Price$24.00
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets353.89M
Vanguard Total Stock Market Idx I
Price$139.62
Change-$0.01 (-0.01%)
VolumeN/A
Net Assets1.72T
LMTIX vs VITSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LMTIX vs. VITSX commentary
May 23, 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 Buy and VITSX is a Buy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.72T vs. LMTIX (354M). VITSX pays higher dividends than LMTIX: VITSX (1.37) vs LMTIX (0.44). LMTIX was incepted earlier than VITSX: LMTIX (10 years) vs VITSX (28 years). LMTIX (0.93) is less costly to investors than VITSX (0.03). LMTIX is a more actively managed with annual turnover of: 49.00 vs. VITSX (2.00). LMTIX has a lower initial minimum investment than VITSX: LMTIX (1000000) vs VITSX (5000000). VITSX annual gain was more profitable for investors over the last year : 9.51 vs. LMTIX (8.65). VITSX return over 5 years is better than : 92.94 vs. LMTIX (52.48).
| LMTIX | VITSX | LMTIX / VITSX | |
| Total Expense Ratio | 0.80 | 0.03 | 2,667% |
| Annual Report Gross Expense Ratio | 0.93 | 0.03 | 3,100% |
| Fund Existence | 10 years | 28 years | - |
| Gain YTD | -1.031 | -0.975 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 354M | 1.72T | 0% |
| Annual Yield % from dividends | 0.44 | 1.37 | 32% |
| Returns for 1 year | 8.65 | 9.51 | 91% |
| Returns for 3 years | 40.47 | 44.78 | 90% |
| Returns for 5 years | 52.48 | 92.94 | 56% |
| Returns for 10 years | 44.52 | 170.38 | 26% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers