Ad is loading...
LMTIX vs VTSMX
LMTIX vs VTSMX Comparison
Open Charts LMTIX vs VTSMX
Franklin U.S. Large Cap Equity I
Price$24.86
Change+$0.20 (+0.81%)
VolumeN/A
Net Assets345M
Vanguard Total Stock Mkt Idx I
Price$144.16
Change+$1.34 (+0.94%)
VolumeN/A
Net Assets1.78T
LMTIX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LMTIX vs. VTSMX commentary
Jan 19, 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: 1.78T vs. LMTIX (345M). 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). LMTIX annual gain was more profitable for investors over the last year : 27.62 vs. VTSMX (25.24). VTSMX return over 5 years is better than : 76.07 vs. LMTIX (39.86).
| 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 | 2.473 | 2.241 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 345M | 1.78T | 0% |
| Annual Yield % from dividends | 0.57 | 1.26 | 45% |
| Returns for 1 year | 27.62 | 25.24 | 109% |
| Returns for 3 years | 25.87 | 28.94 | 89% |
| Returns for 5 years | 39.86 | 76.07 | 52% |
| Returns for 10 years | 86.60 | 194.99 | 44% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers