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LMTIX vs VTSMX
LMTIX vs VTSMX Comparison
Open Charts LMTIX vs VTSMX
Franklin U.S. Large Cap Equity I
Price$23.78
Change-$0.05 (-0.21%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$136.92
Change-$0.33 (-0.24%)
VolumeN/A
CapitalizationN/A
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LMTIX vs VTSMX Comparison Chart
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LMTIX vs. VTSMX commentary
Sep 21, 2024
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 StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. LMTIX (319M). VTSMX pays higher dividends than LMTIX: VTSMX (1.26) vs LMTIX (0.57). LMTIX was incepted earlier than VTSMX: LMTIX (9 years) vs VTSMX (32 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 : 34.22 vs. VTSMX (31.53). VTSMX return over 5 years is better than : 85.64 vs. LMTIX (37.93).
| LMTIX | VTSMX | LMTIX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 32 years | - |
| Gain YTD | 22.404 | 18.617 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 319M | 1.72T | 0% |
| Annual Yield % from dividends | 0.57 | 1.26 | 45% |
| Returns for 1 year | 34.22 | 31.53 | 109% |
| Returns for 3 years | 2.70 | 25.35 | 11% |
| Returns for 5 years | 37.93 | 85.64 | 44% |
| Returns for 10 years | 77.87 | 187.59 | 42% |
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