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LMUSX vs VTSAX
LMUSX vs VTSAX Comparison
Open Charts LMUSX vs VTSAX
Franklin U.S. Large Cap Equity FI
Price$25.78
Change-$0.06 (-0.23%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$144.23
Change-$0.56 (-0.39%)
VolumeN/A
CapitalizationN/A
LMUSX vs VTSAX Comparison Chart
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LMUSX vs. VTSAX commentary
Nov 13, 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: 1.73T vs. LMUSX (349M). 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 : 40.97 vs. VTSAX (36.47). VTSAX return over 5 years is better than : 88.99 vs. LMUSX (41.88).
| 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 | 31.614 | 24.969 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 349M | 1.73T | 0% |
| Annual Yield % from dividends | 0.37 | 1.35 | 27% |
| Returns for 1 year | 40.97 | 36.47 | 112% |
| Returns for 3 years | 1.66 | 22.89 | 7% |
| Returns for 5 years | 41.88 | 88.99 | 47% |
| Returns for 10 years | 54.15 | 194.26 | 28% |