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LMUSX vs VTSMX
LMUSX vs VTSMX Comparison
Open Charts LMUSX vs VTSMX
Franklin U.S. Large Cap Equity FI
Price$23.36
Change+$0.15 (+0.65%)
VolumeN/A
Net Assets339.36M
Vanguard Total Stock Mkt Idx I
Price$135.37
Change+$0.98 (+0.73%)
VolumeN/A
Net Assets1.72T
LMUSX vs VTSMX Comparison Chart
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LMUSX vs. VTSMX commentary
May 09, 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 Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. LMUSX (339M). VTSMX pays higher dividends than LMUSX: VTSMX (1.26) vs LMUSX (0.16). LMUSX was incepted earlier than VTSMX: LMUSX (17 years) vs VTSMX (33 years). LMUSX (1.33) is less costly to investors than VTSMX (0.14). LMUSX is a more actively managed with annual turnover of: 49.00 vs. VTSMX (2.00). LMUSX has a lower initial minimum investment than VTSMX: LMUSX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 7.85 vs. LMUSX (6.10). VTSMX return over 5 years is better than : 87.92 vs. LMUSX (47.98).
| LMUSX | VTSMX | LMUSX / VTSMX | |
| Total Expense Ratio | 1.05 | 0.14 | 750% |
| Annual Report Gross Expense Ratio | 1.33 | 0.14 | 950% |
| Fund Existence | 17 years | 33 years | - |
| Gain YTD | -5.110 | -4.660 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 339M | 1.72T | 0% |
| Annual Yield % from dividends | 0.16 | 1.26 | 13% |
| Returns for 1 year | 6.10 | 7.85 | 78% |
| Returns for 3 years | 34.59 | 39.37 | 88% |
| Returns for 5 years | 47.98 | 87.92 | 55% |
| Returns for 10 years | 39.91 | 162.78 | 25% |
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