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LMUSX vs VITSX
LMUSX vs VITSX Comparison
Open Charts LMUSX vs VITSX
Franklin U.S. Large Cap Equity FI
Price$25.78
Change-$0.06 (-0.23%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Market Idx I
Price$144.26
Change-$0.56 (-0.39%)
VolumeN/A
CapitalizationN/A
LMUSX vs VITSX Comparison Chart
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LMUSX vs. VITSX commentary
Nov 13, 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 LMUSX is a StrongBuy and VITSX is a Buy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.73T vs. LMUSX (349M). VITSX pays higher dividends than LMUSX: VITSX (1.36) vs LMUSX (0.37). LMUSX was incepted earlier than VITSX: LMUSX (17 years) vs VITSX (27 years). LMUSX is a more actively managed with annual turnover of: 25.00 vs. VITSX (2.00). LMUSX has a lower initial minimum investment than VITSX: LMUSX (0) vs VITSX (5000000). LMUSX annual gain was more profitable for investors over the last year : 40.97 vs. VITSX (36.47). VITSX return over 5 years is better than : 89.01 vs. LMUSX (41.88).
| LMUSX | VITSX | LMUSX / VITSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 27 years | - |
| Gain YTD | 31.614 | 24.974 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 349M | 1.73T | 0% |
| Annual Yield % from dividends | 0.37 | 1.36 | 27% |
| Returns for 1 year | 40.97 | 36.47 | 112% |
| Returns for 3 years | 1.66 | 22.90 | 7% |
| Returns for 5 years | 41.88 | 89.01 | 47% |
| Returns for 10 years | 54.15 | 194.27 | 28% |
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