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LMTIX vs VTSMX
LMTIX vs VTSMX Comparison
Open Charts LMTIX vs VTSMX
Franklin U.S. Large Cap Equity I
Price$24.46
Change-$0.49 (-1.96%)
VolumeN/A
Net Assets325.66M
Vanguard Total Stock Mkt Idx I
Price$143.99
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
LMTIX vs VTSMX Comparison Chart
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LMTIX vs. VTSMX commentary
Feb 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 Hold and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. LMTIX (326M). VTSMX pays higher dividends than LMTIX: VTSMX (1.26) vs LMTIX (0.57). LMTIX was incepted earlier than VTSMX: LMTIX (10 years) vs VTSMX (33 years). LMTIX is a more actively managed with annual turnover of: 25.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than LMTIX: VTSMX (3000) vs LMTIX (1000000). VTSMX (17.60) and LMTIX (17.57) have marching annual gain over last year. VTSMX return over 5 years is better than : 74.84 vs. LMTIX (37.23).
| LMTIX | VTSMX | LMTIX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 33 years | - |
| Gain YTD | 0.824 | 2.121 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 326M | 1.84T | 0% |
| Annual Yield % from dividends | 0.57 | 1.26 | 45% |
| Returns for 1 year | 17.57 | 17.60 | 100% |
| Returns for 3 years | 32.12 | 36.78 | 87% |
| Returns for 5 years | 37.23 | 74.84 | 50% |
| Returns for 10 years | 83.59 | 180.15 | 46% |
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