Ad is loading...
LMUSX vs VTSAX
LMUSX vs VTSAX Comparison
Open Charts LMUSX vs VTSAX
Franklin U.S. Large Cap Equity FI
Price$24.42
Change-$0.82 (-3.25%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$141.29
Change-$4.58 (-3.14%)
VolumeN/A
CapitalizationN/A
LMUSX vs VTSAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LMUSX vs. VTSAX commentary
Dec 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.84T vs. LMUSX (338M). VTSAX pays higher dividends than LMUSX: VTSAX (1.35) vs LMUSX (0.37). LMUSX was incepted earlier than VTSAX: LMUSX (17 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 : 29.70 vs. VTSAX (26.91). VTSAX return over 5 years is better than : 84.17 vs. LMUSX (44.27).
| LMUSX | VTSAX | LMUSX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 24 years | - |
| Gain YTD | 28.974 | 26.390 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 338M | 1.84T | 0% |
| Annual Yield % from dividends | 0.37 | 1.35 | 27% |
| Returns for 1 year | 29.70 | 26.91 | 110% |
| Returns for 3 years | 2.25 | 27.89 | 8% |
| Returns for 5 years | 44.27 | 84.17 | 53% |
| Returns for 10 years | 55.20 | 192.77 | 29% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers