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LMTIX vs VTSAX
LMTIX vs VTSAX Comparison
Open Charts LMTIX vs VTSAX
Franklin U.S. Large Cap Equity I
Price$24.00
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets353.89M
Vanguard Total Stock Mkt Idx Adm
Price$139.59
Change-$0.02 (-0.01%)
VolumeN/A
Net Assets1.72T
LMTIX vs VTSAX Comparison Chart
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LMTIX vs. VTSAX 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. LMTIX (354M). VTSAX pays higher dividends than LMTIX: VTSAX (1.36) vs LMTIX (0.44). LMTIX was incepted earlier than VTSAX: LMTIX (10 years) vs VTSAX (25 years). LMTIX (0.93) is less costly to investors than VTSAX (0.04). LMTIX is a more actively managed with annual turnover of: 49.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than LMTIX: VTSAX (3000) vs LMTIX (1000000). VTSAX annual gain was more profitable for investors over the last year : 9.51 vs. LMTIX (8.65). VTSAX return over 5 years is better than : 92.93 vs. LMTIX (52.48).
| LMTIX | VTSAX | LMTIX / VTSAX | |
| Total Expense Ratio | 0.80 | 0.04 | 2,000% |
| Annual Report Gross Expense Ratio | 0.93 | 0.04 | 2,325% |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | -1.031 | -0.976 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 354M | 1.72T | 0% |
| Annual Yield % from dividends | 0.44 | 1.36 | 32% |
| Returns for 1 year | 8.65 | 9.51 | 91% |
| Returns for 3 years | 40.47 | 44.77 | 90% |
| Returns for 5 years | 52.48 | 92.93 | 56% |
| Returns for 10 years | 44.52 | 170.38 | 26% |
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