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LMUSX vs VTSAX
LMUSX vs VTSAX Comparison
Open Charts LMUSX vs VTSAX
Franklin U.S. Large Cap Equity FI
Price$25.37
Change+$0.13 (+0.52%)
VolumeN/A
Net Assets346.71M
Vanguard Total Stock Mkt Idx Adm
Price$146.13
Change+$0.88 (+0.61%)
VolumeN/A
Net Assets1.78T
LMUSX vs VTSAX Comparison Chart
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LMUSX vs. VTSAX commentary
Jan 31, 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 StrongBuy and VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.78T vs. LMUSX (347M). 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 : 26.21 vs. VTSAX (24.49). VTSAX return over 5 years is better than : 83.08 vs. LMUSX (45.82).
| 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 | 3.189 | 2.992 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 347M | 1.78T | 0% |
| Annual Yield % from dividends | 0.37 | 1.35 | 27% |
| Returns for 1 year | 26.21 | 24.49 | 107% |
| Returns for 3 years | 28.84 | 31.85 | 91% |
| Returns for 5 years | 45.82 | 83.08 | 55% |
| Returns for 10 years | 58.75 | 197.28 | 30% |
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