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LMTIX vs VTSAX
LMTIX vs VTSAX Comparison
Open Charts LMTIX vs VTSAX
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 Adm
Price$144.03
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
LMTIX vs VTSAX Comparison Chart
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LMTIX vs. VTSAX 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 VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.84T vs. LMTIX (326M). VTSAX pays higher dividends than LMTIX: VTSAX (1.35) vs LMTIX (0.57). LMTIX was incepted earlier than VTSAX: LMTIX (10 years) vs VTSAX (24 years). LMTIX is a more actively managed with annual turnover of: 25.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than LMTIX: VTSAX (3000) vs LMTIX (1000000). VTSAX (17.60) and LMTIX (17.57) have marching annual gain over last year. VTSAX return over 5 years is better than : 74.84 vs. LMTIX (37.23).
| LMTIX | VTSAX | LMTIX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | 0.824 | 2.127 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 326M | 1.84T | 0% |
| Annual Yield % from dividends | 0.57 | 1.35 | 42% |
| Returns for 1 year | 17.57 | 17.60 | 100% |
| Returns for 3 years | 32.12 | 36.79 | 87% |
| Returns for 5 years | 37.23 | 74.84 | 50% |
| Returns for 10 years | 83.59 | 180.79 | 46% |
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