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LMUSX vs VTSAX
LMUSX vs VTSAX Comparison
Open Charts LMUSX vs VTSAX
Franklin U.S. Large Cap Equity FI
Price$22.92
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets305.19M
Vanguard Total Stock Mkt Idx Adm
Price$132.85
Change+$0.11 (+0.08%)
VolumeN/A
Net Assets1.7T
LMUSX vs VTSAX Comparison Chart
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LMUSX vs. VTSAX commentary
May 01, 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.7T vs. LMUSX (305M). VTSAX pays higher dividends than LMUSX: VTSAX (1.35) vs LMUSX (0.16). LMUSX was incepted earlier than VTSAX: LMUSX (17 years) vs VTSAX (24 years). LMUSX (1.33) is less costly to investors than VTSAX (0.04). LMUSX is a more actively managed with annual turnover of: 49.00 vs. VTSAX (2.00). LMUSX has a lower initial minimum investment than VTSAX: LMUSX (0) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 9.81 vs. LMUSX (8.64). VTSAX return over 5 years is better than : 93.12 vs. LMUSX (52.94).
| LMUSX | VTSAX | LMUSX / VTSAX | |
| Total Expense Ratio | 1.05 | 0.04 | 2,625% |
| Annual Report Gross Expense Ratio | 1.33 | 0.04 | 3,325% |
| Fund Existence | 17 years | 24 years | - |
| Gain YTD | -6.337 | -5.848 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 305M | 1.7T | 0% |
| Annual Yield % from dividends | 0.16 | 1.35 | 12% |
| Returns for 1 year | 8.64 | 9.81 | 88% |
| Returns for 3 years | 27.53 | 32.06 | 86% |
| Returns for 5 years | 52.94 | 93.12 | 57% |
| Returns for 10 years | 37.94 | 160.13 | 24% |
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