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LMTIX vs VTSMX
LMTIX vs VTSMX Comparison
Open Charts LMTIX vs VTSMX
Franklin U.S. Large Cap Equity I
Price$21.85
Change-$1.15 (-5.00%)
VolumeN/A
Net Assets317.3M
Vanguard Total Stock Mkt Idx I
Price$128.47
Change-$6.87 (-5.08%)
VolumeN/A
Net Assets1.81T
LMTIX vs VTSMX Comparison Chart
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LMTIX vs. VTSMX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.81T vs. LMTIX (317M). VTSMX pays higher dividends than LMTIX: VTSMX (1.25) vs LMTIX (0.44). 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 : 8.05 vs. LMTIX (5.89). VTSMX return over 5 years is better than : 126.23 vs. LMTIX (78.54).
| 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 | -5.194 | -3.986 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 317M | 1.81T | 0% |
| Annual Yield % from dividends | 0.44 | 1.25 | 36% |
| Returns for 1 year | 5.89 | 8.05 | 73% |
| Returns for 3 years | 17.33 | 21.01 | 82% |
| Returns for 5 years | 78.54 | 126.23 | 62% |
| Returns for 10 years | 72.63 | 166.80 | 44% |
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