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LMUSX vs VTSAX
LMUSX vs VTSAX Comparison
Open Charts LMUSX vs VTSAX
Franklin U.S. Large Cap Equity FI
Price$24.28
Change-$0.49 (-1.98%)
VolumeN/A
Net Assets359.66M
Vanguard Total Stock Mkt Idx Adm
Price$142.91
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
LMUSX vs VTSAX Comparison Chart
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LMUSX vs. VTSAX commentary
Jun 14, 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: 1.82T vs. LMUSX (360M). VTSAX pays higher dividends than LMUSX: VTSAX (1.28) vs LMUSX (0.15). LMUSX was incepted earlier than VTSAX: LMUSX (17 years) vs VTSAX (25 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 : 11.37 vs. LMUSX (8.22). VTSAX return over 5 years is better than : 93.67 vs. LMUSX (51.23).
| 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 | 25 years | - |
| Gain YTD | 1.267 | 2.564 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 360M | 1.82T | 0% |
| Annual Yield % from dividends | 0.15 | 1.28 | 12% |
| Returns for 1 year | 8.22 | 11.37 | 72% |
| Returns for 3 years | 53.27 | 59.47 | 90% |
| Returns for 5 years | 51.23 | 93.67 | 55% |
| Returns for 10 years | 49.14 | 182.84 | 27% |
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