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LMUSX vs VSMPX
LMUSX vs VSMPX Comparison
Open Charts LMUSX vs VSMPX
Franklin U.S. Large Cap Equity FI
Price$25.07
Change+$0.20 (+0.80%)
VolumeN/A
Net Assets345M
Vanguard Total Stock Mkt Idx Instl Pls
Price$270.52
Change+$2.52 (+0.94%)
VolumeN/A
Net Assets1.78T
LMUSX vs VSMPX Comparison Chart
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LMUSX vs. VSMPX 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 LMUSX is a Hold and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.78T vs. LMUSX (345M). VSMPX pays higher dividends than LMUSX: VSMPX (1.36) vs LMUSX (0.37). LMUSX was incepted earlier than VSMPX: LMUSX (17 years) vs VSMPX (10 years). LMUSX is a more actively managed with annual turnover of: 25.00 vs. VSMPX (2.00). LMUSX has a lower initial minimum investment than VSMPX: LMUSX (0) vs VSMPX (100000000). LMUSX annual gain was more profitable for investors over the last year : 27.33 vs. VSMPX (25.27). VSMPX return over 5 years is better than : 76.14 vs. LMUSX (39.03).
| LMUSX | VSMPX | LMUSX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 10 years | - |
| Gain YTD | 2.494 | 2.245 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 345M | 1.78T | 0% |
| Annual Yield % from dividends | 0.37 | 1.36 | 27% |
| Returns for 1 year | 27.33 | 25.27 | 108% |
| Returns for 3 years | 25.57 | 29.00 | 88% |
| Returns for 5 years | 39.03 | 76.14 | 51% |
| Returns for 10 years | 58.16 | N/A | - |