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LMUSX vs VTSAX
LMUSX vs VTSAX Comparison
Open Charts LMUSX vs VTSAX
Franklin U.S. Large Cap Equity FI
Price$23.93
Change-$0.05 (-0.21%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$136.96
Change-$0.34 (-0.25%)
VolumeN/A
CapitalizationN/A
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LMUSX vs VTSAX Comparison Chart
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LMUSX vs. VTSAX commentary
Sep 21, 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. LMUSX (319M). VTSAX pays higher dividends than LMUSX: VTSAX (1.35) vs LMUSX (0.37). LMUSX was incepted earlier than VTSAX: LMUSX (16 years) vs VTSAX (24 years). LMUSX is a more actively managed with annual turnover of: 25.00 vs. VTSAX (2.00). LMUSX has a lower initial minimum investment than VTSAX: LMUSX (0) vs VTSAX (3000). LMUSX annual gain was more profitable for investors over the last year : 33.91 vs. VTSAX (31.56). VTSAX return over 5 years is better than : 85.68 vs. LMUSX (37.20).
| LMUSX | VTSAX | LMUSX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | 22.170 | 18.645 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 319M | 1.72T | 0% |
| Annual Yield % from dividends | 0.37 | 1.35 | 27% |
| Returns for 1 year | 33.91 | 31.56 | 107% |
| Returns for 3 years | 2.59 | 25.35 | 10% |
| Returns for 5 years | 37.20 | 85.68 | 43% |
| Returns for 10 years | 48.19 | 188.32 | 26% |
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