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LMUSX vs VSTSX
LMUSX vs VSTSX Comparison
Open Charts LMUSX vs VSTSX
Franklin U.S. Large Cap Equity FI
Price$23.06
Change+$0.14 (+0.61%)
VolumeN/A
Net Assets305.39M
Vanguard Total Stock Mkt Idx Instl Sel
Price$263.22
Change+$1.60 (+0.61%)
VolumeN/A
Net Assets1.7T
LMUSX vs VSTSX Comparison Chart
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LMUSX vs. VSTSX commentary
May 02, 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 Buy and VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.7T vs. LMUSX (305M). VSTSX pays higher dividends than LMUSX: VSTSX (1.38) vs LMUSX (0.16). LMUSX was incepted earlier than VSTSX: LMUSX (17 years) vs VSTSX (9 years). LMUSX (1.33) is less costly to investors than VSTSX (0.01). LMUSX is a more actively managed with annual turnover of: 49.00 vs. VSTSX (2.00). LMUSX has a lower initial minimum investment than VSTSX: LMUSX (0) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 9.83 vs. LMUSX (8.64). VSTSX return over 5 years is better than : 93.21 vs. LMUSX (52.94).
| LMUSX | VSTSX | LMUSX / VSTSX | |
| Total Expense Ratio | 1.05 | 0.01 | 10,500% |
| Annual Report Gross Expense Ratio | 1.33 | 0.01 | 13,300% |
| Fund Existence | 17 years | 9 years | - |
| Gain YTD | -6.337 | -5.843 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 305M | 1.7T | 0% |
| Annual Yield % from dividends | 0.16 | 1.38 | 12% |
| Returns for 1 year | 8.64 | 9.83 | 88% |
| Returns for 3 years | 27.53 | 32.14 | 86% |
| Returns for 5 years | 52.94 | 93.21 | 57% |
| Returns for 10 years | 37.94 | N/A | - |
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