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$26.15
Change-$0.10 (-0.38%)
VolumeN/A
Net Assets386.21M
Vanguard Total Stock Mkt Idx I
Price$154.00
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
LMTIX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LMTIX vs. VTSMX commentary
Aug 16, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. LMTIX (386M). VTSMX pays higher dividends than LMTIX: VTSMX (1.09) vs LMTIX (0.34). 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 : 16.52 vs. LMTIX (14.03). VTSMX return over 5 years is better than : 86.32 vs. LMTIX (46.56).
| 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 | 8.203 | 9.557 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 386M | 1.91T | 0% |
| Annual Yield % from dividends | 0.34 | 1.09 | 31% |
| Returns for 1 year | 14.03 | 16.52 | 85% |
| Returns for 3 years | 43.38 | 47.19 | 92% |
| Returns for 5 years | 46.56 | 86.32 | 54% |
| Returns for 10 years | 60.85 | 203.34 | 30% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement