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LMTIX vs VTSMX
LMTIX vs VTSMX Comparison
Open Charts LMTIX vs VTSMX
Franklin U.S. Large Cap Equity I
Price$24.00
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets353.89M
Vanguard Total Stock Mkt Idx I
Price$139.56
Change-$0.01 (-0.01%)
VolumeN/A
Net Assets1.72T
LMTIX vs VTSMX Comparison Chart
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LMTIX vs. VTSMX commentary
May 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 Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. LMTIX (354M). VTSMX pays higher dividends than LMTIX: VTSMX (1.26) 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 : 9.50 vs. LMTIX (8.65). VTSMX return over 5 years is better than : 92.91 vs. LMTIX (52.48).
| 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 | -1.031 | -0.985 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 354M | 1.72T | 0% |
| Annual Yield % from dividends | 0.44 | 1.26 | 35% |
| Returns for 1 year | 8.65 | 9.50 | 91% |
| Returns for 3 years | 40.47 | 44.74 | 90% |
| Returns for 5 years | 52.48 | 92.91 | 56% |
| Returns for 10 years | 44.52 | 169.81 | 26% |