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LMUSX vs VTSMX
LMUSX vs VTSMX Comparison
Open Charts LMUSX vs VTSMX
Franklin U.S. Large Cap Equity FI
Price$25.78
Change-$0.06 (-0.23%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$144.20
Change-$0.55 (-0.38%)
VolumeN/A
CapitalizationN/A
LMUSX vs VTSMX Comparison Chart
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LMUSX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. LMUSX (349M). VTSMX pays higher dividends than LMUSX: VTSMX (1.26) vs LMUSX (0.37). LMUSX was incepted earlier than VTSMX: LMUSX (17 years) vs VTSMX (33 years). LMUSX is a more actively managed with annual turnover of: 25.00 vs. VTSMX (2.00). LMUSX has a lower initial minimum investment than VTSMX: LMUSX (0) vs VTSMX (3000). LMUSX annual gain was more profitable for investors over the last year : 40.97 vs. VTSMX (36.46). VTSMX return over 5 years is better than : 89.01 vs. LMUSX (41.88).
| LMUSX | VTSMX | LMUSX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 33 years | - |
| Gain YTD | 31.614 | 24.948 | 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 | 1.26 | 29% |
| Returns for 1 year | 40.97 | 36.46 | 112% |
| Returns for 3 years | 1.66 | 22.89 | 7% |
| Returns for 5 years | 41.88 | 89.01 | 47% |
| Returns for 10 years | 54.15 | 193.59 | 28% |
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