Interact to see
Advertisement
Advertisement
LMUSX vs VTSAX
LMUSX vs VTSAX Comparison
Open Charts LMUSX vs VTSAX
LMUSX vs VTSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LMUSX vs. VTSAX commentary
Jul 14, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.3T vs. LMUSX (538M). VTSAX pays higher dividends than LMUSX: VTSAX (1.04) vs LMUSX (0.00). LMUSX was incepted earlier than VTSAX: LMUSX (18 years) vs VTSAX (26 years). LMUSX (1.24) is less costly to investors than VTSAX (0.04). LMUSX is a more actively managed with annual turnover of: 52.00 vs. VTSAX (3.00). 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 : 21.47 vs. LMUSX (19.31). VTSAX return over 5 years is better than : 66.46 vs. LMUSX (30.05).
| LMUSX | VTSAX | LMUSX / VTSAX | |
| Total Expense Ratio | 1.05 | 0.04 | 2,625% |
| Annual Report Gross Expense Ratio | 1.24 | 0.04 | 3,100% |
| Fund Existence | 18 years | 26 years | - |
| Gain YTD | 9.137 | 11.207 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 538M | 2.3T | 0% |
| Annual Yield % from dividends | 0.00 | 1.04 | - |
| Returns for 1 year | 19.31 | 21.47 | 90% |
| Returns for 3 years | 65.04 | 67.00 | 97% |
| Returns for 5 years | 30.05 | 66.46 | 45% |
| Returns for 10 years | 95.13 | 250.48 | 38% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement