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LMUSX vs VTSAX
LMUSX vs VTSAX Comparison
Open Charts LMUSX vs VTSAX
LMUSX vs VTSAX Comparison Chart in %
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LMUSX vs. VTSAX commentary
Jun 04, 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 Hold and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.2T vs. LMUSX (535M). VTSAX pays higher dividends than LMUSX: VTSAX (1.00) 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 : 28.25 vs. LMUSX (25.44). VTSAX return over 5 years is better than : 72.43 vs. LMUSX (32.83).
| 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 | 10.943 | 11.388 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 535M | 2.2T | 0% |
| Annual Yield % from dividends | 0.00 | 1.00 | - |
| Returns for 1 year | 25.44 | 28.25 | 90% |
| Returns for 3 years | 67.77 | 76.03 | 89% |
| Returns for 5 years | 32.83 | 72.43 | 45% |
| Returns for 10 years | 102.62 | 260.72 | 39% |
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