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LMTIX vs VTSAX
LMTIX vs VTSAX Comparison
Open Charts LMTIX vs VTSAX
Franklin U.S. Large Cap Equity I
Price$24.21
Change-$0.82 (-3.28%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$141.29
Change-$4.58 (-3.14%)
VolumeN/A
CapitalizationN/A
LMTIX vs VTSAX Comparison Chart
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LMTIX vs. VTSAX commentary
Dec 19, 2024
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 (338M). 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). LMTIX annual gain was more profitable for investors over the last year : 30.02 vs. VTSAX (22.05). VTSAX return over 5 years is better than : 77.49 vs. LMTIX (45.17).
| 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 | 29.283 | 22.422 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 338M | 1.84T | 0% |
| Annual Yield % from dividends | 0.57 | 1.35 | 42% |
| Returns for 1 year | 30.02 | 22.05 | 136% |
| Returns for 3 years | 2.43 | 23.87 | 10% |
| Returns for 5 years | 45.17 | 77.49 | 58% |
| Returns for 10 years | 87.87 | 183.58 | 48% |
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