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LMTIX vs VSMPX
LMTIX vs VSMPX Comparison
Open Charts LMTIX vs VSMPX
Franklin U.S. Large Cap Equity I
Price$24.00
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets353.89M
Vanguard Total Stock Mkt Idx Instl Pls
Price$261.91
Change-$0.03 (-0.01%)
VolumeN/A
Net Assets1.72T
LMTIX vs VSMPX Comparison Chart
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LMTIX vs. VSMPX 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 VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. LMTIX (354M). VSMPX pays higher dividends than LMTIX: VSMPX (1.37) vs LMTIX (0.44). LMTIX was incepted earlier than VSMPX: LMTIX (10 years) vs VSMPX (10 years). LMTIX (0.93) is less costly to investors than VSMPX (0.02). LMTIX is a more actively managed with annual turnover of: 49.00 vs. VSMPX (2.00). LMTIX has a lower initial minimum investment than VSMPX: LMTIX (1000000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 9.52 vs. LMTIX (8.65). VSMPX return over 5 years is better than : 92.99 vs. LMTIX (52.48).
| LMTIX | VSMPX | LMTIX / VSMPX | |
| Total Expense Ratio | 0.80 | 0.02 | 4,000% |
| Annual Report Gross Expense Ratio | 0.93 | 0.02 | 4,650% |
| Fund Existence | 10 years | 10 years | - |
| Gain YTD | -1.031 | -0.966 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| 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 | 9.52 | 91% |
| Returns for 3 years | 40.47 | 44.82 | 90% |
| Returns for 5 years | 52.48 | 92.99 | 56% |
| Returns for 10 years | 44.52 | 161.82 | 28% |