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LMUSX vs VITSX
LMUSX vs VITSX Comparison
Open Charts LMUSX vs VITSX
Franklin U.S. Large Cap Equity FI
Price$21.67
Change+$0.08 (+0.37%)
VolumeN/A
Net Assets289.21M
Vanguard Total Stock Market Idx I
Price$125.99
Change+$0.29 (+0.23%)
VolumeN/A
Net Assets1.7T
LMUSX vs VITSX Comparison Chart
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LMUSX vs. VITSX commentary
Apr 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 LMUSX is a Hold and VITSX is a Buy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.7T vs. LMUSX (289M). VITSX pays higher dividends than LMUSX: VITSX (1.36) vs LMUSX (0.16). LMUSX was incepted earlier than VITSX: LMUSX (17 years) vs VITSX (28 years). LMUSX (1.27) is less costly to investors than VITSX (0.03). LMUSX is a more actively managed with annual turnover of: 49.00 vs. VITSX (2.00). LMUSX has a lower initial minimum investment than VITSX: LMUSX (0) vs VITSX (5000000). VITSX annual gain was more profitable for investors over the last year : 4.59 vs. LMUSX (2.81). VITSX return over 5 years is better than : 81.38 vs. LMUSX (43.35).
| LMUSX | VITSX | LMUSX / VITSX | |
| Total Expense Ratio | 1.05 | 0.03 | 3,500% |
| Annual Report Gross Expense Ratio | 1.27 | 0.03 | 4,233% |
| Fund Existence | 17 years | 28 years | - |
| Gain YTD | -11.406 | -10.649 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 289M | 1.7T | 0% |
| Annual Yield % from dividends | 0.16 | 1.36 | 12% |
| Returns for 1 year | 2.81 | 4.59 | 61% |
| Returns for 3 years | 14.24 | 17.82 | 80% |
| Returns for 5 years | 43.35 | 81.38 | 53% |
| Returns for 10 years | 29.95 | 146.72 | 20% |
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