Interact to see
Advertisement
Advertisement
LMTIX vs VTSMX
LMTIX vs VTSMX Comparison
Open Charts LMTIX vs VTSMX
Franklin U.S. Large Cap Equity I
Price$27.30
Change+$0.06 (+0.22%)
VolumeN/A
Net Assets393.68M
Vanguard Total Stock Mkt Idx I
Price$158.28
Change+$0.53 (+0.34%)
VolumeN/A
Net Assets2.05T
LMTIX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LMTIX vs. VTSMX commentary
Nov 20, 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: 2.05T vs. LMTIX (394M). VTSMX pays higher dividends than LMTIX: VTSMX (1.02) vs LMTIX (0.31). LMTIX was incepted earlier than VTSMX: LMTIX (11 years) vs VTSMX (34 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 : 10.79 vs. LMTIX (8.17). VTSMX return over 5 years is better than : 77.62 vs. LMTIX (45.39).
| LMTIX | VTSMX | LMTIX / VTSMX | |
| Total Expense Ratio | 0.80 | 0.14 | 571% |
| Annual Report Gross Expense Ratio | 0.93 | 0.14 | 664% |
| Fund Existence | 11 years | 34 years | - |
| Gain YTD | 12.284 | 11.948 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 394M | 2.05T | 0% |
| Annual Yield % from dividends | 0.31 | 1.02 | 30% |
| Returns for 1 year | 8.17 | 10.79 | 76% |
| Returns for 3 years | 60.94 | 63.83 | 95% |
| Returns for 5 years | 45.39 | 77.62 | 58% |
| Returns for 10 years | 68.98 | 213.77 | 32% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement