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LMTIX vs VTSMX
LMTIX vs VTSMX Comparison
Open Charts LMTIX vs VTSMX
Franklin U.S. Large Cap Equity I
Price$26.53
Change-$0.06 (-0.23%)
VolumeN/A
Net Assets387.35M
Vanguard Total Stock Mkt Idx I
Price$155.50
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
LMTIX vs VTSMX Comparison Chart in %
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LMTIX vs. VTSMX commentary
Sep 08, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. LMTIX (387M). VTSMX pays higher dividends than LMTIX: VTSMX (1.07) vs LMTIX (0.33). LMTIX was incepted earlier than VTSMX: LMTIX (10 years) vs VTSMX (33 years). LMTIX (0.93) is less costly to investors than VTSMX (0.14). LMTIX is a more actively managed with annual turnover of: 49.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than LMTIX: VTSMX (3000) vs LMTIX (1000000). VTSMX annual gain was more profitable for investors over the last year : 18.03 vs. LMTIX (16.81). VTSMX return over 5 years is better than : 84.94 vs. LMTIX (46.92).
| LMTIX | VTSMX | LMTIX / VTSMX | |
| Total Expense Ratio | 0.80 | 0.14 | 571% |
| Annual Report Gross Expense Ratio | 0.93 | 0.14 | 664% |
| Fund Existence | 10 years | 33 years | - |
| Gain YTD | 9.357 | 10.330 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 387M | 1.95T | 0% |
| Annual Yield % from dividends | 0.33 | 1.07 | 31% |
| Returns for 1 year | 16.81 | 18.03 | 93% |
| Returns for 3 years | 59.61 | 63.63 | 94% |
| Returns for 5 years | 46.92 | 84.94 | 55% |
| Returns for 10 years | 72.38 | 224.15 | 32% |
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