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LMTIX vs VTSAX
LMTIX vs VTSAX Comparison
Open Charts LMTIX vs VTSAX
Franklin U.S. Large Cap Equity I
Price$25.74
Change+$0.11 (+0.43%)
VolumeN/A
Net Assets376.22M
Vanguard Total Stock Mkt Idx Adm
Price$152.65
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
LMTIX vs VTSAX Comparison Chart in %
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LMTIX vs. VTSAX commentary
Jul 27, 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: 1.91T vs. LMTIX (376M). VTSAX pays higher dividends than LMTIX: VTSAX (1.21) vs LMTIX (0.35). 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 : 17.75 vs. LMTIX (14.49). VTSAX return over 5 years is better than : 93.55 vs. LMTIX (51.94).
| 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 | 6.101 | 8.289 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 376M | 1.91T | 0% |
| Annual Yield % from dividends | 0.35 | 1.21 | 29% |
| Returns for 1 year | 14.49 | 17.75 | 82% |
| Returns for 3 years | 55.23 | 60.63 | 91% |
| Returns for 5 years | 51.94 | 93.55 | 56% |
| Returns for 10 years | 57.63 | 201.64 | 29% |
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