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LMTIX vs VTSAX
LMTIX vs VTSAX Comparison
Open Charts LMTIX vs VTSAX
Franklin U.S. Large Cap Equity I
Price$24.86
Change+$0.20 (+0.81%)
VolumeN/A
Net Assets345M
Vanguard Total Stock Mkt Idx Adm
Price$144.19
Change+$1.35 (+0.95%)
VolumeN/A
Net Assets1.78T
LMTIX vs VTSAX Comparison Chart
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LMTIX vs. VTSAX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.78T vs. LMTIX (345M). 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 : 27.62 vs. VTSAX (25.26). VTSAX return over 5 years is better than : 76.10 vs. LMTIX (39.86).
| 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 | 2.473 | 2.241 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 345M | 1.78T | 0% |
| Annual Yield % from dividends | 0.57 | 1.35 | 42% |
| Returns for 1 year | 27.62 | 25.26 | 109% |
| Returns for 3 years | 25.87 | 28.96 | 89% |
| Returns for 5 years | 39.86 | 76.10 | 52% |
| Returns for 10 years | 86.60 | 195.63 | 44% |
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