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LMTIX vs VSMPX
LMTIX vs VSMPX Comparison
Open Charts LMTIX vs VSMPX
Franklin U.S. Large Cap Equity I
Price$24.46
Change-$0.49 (-1.96%)
VolumeN/A
Net Assets325.66M
Vanguard Total Stock Mkt Idx Instl Pls
Price$270.23
Change-$5.12 (-1.86%)
VolumeN/A
Net Assets1.84T
LMTIX vs VSMPX Comparison Chart
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LMTIX vs. VSMPX commentary
Feb 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 Hold and VSMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.84T vs. LMTIX (326M). VSMPX pays higher dividends than LMTIX: VSMPX (1.36) vs LMTIX (0.57). LMTIX was incepted earlier than VSMPX: LMTIX (10 years) vs VSMPX (10 years). LMTIX is a more actively managed with annual turnover of: 25.00 vs. VSMPX (2.00). LMTIX has a lower initial minimum investment than VSMPX: LMTIX (1000000) vs VSMPX (100000000). VSMPX (17.62) and LMTIX (17.57) have marching annual gain over last year. VSMPX return over 5 years is better than : 74.89 vs. LMTIX (37.23).
| LMTIX | VSMPX | LMTIX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 10 years | - |
| Gain YTD | 0.824 | 2.135 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 326M | 1.84T | 0% |
| Annual Yield % from dividends | 0.57 | 1.36 | 42% |
| Returns for 1 year | 17.57 | 17.62 | 100% |
| Returns for 3 years | 32.12 | 36.83 | 87% |
| Returns for 5 years | 37.23 | 74.89 | 50% |
| Returns for 10 years | 83.59 | N/A | - |