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LMUSX vs VTSMX
LMUSX vs VTSMX Comparison
Open Charts LMUSX vs VTSMX
Franklin U.S. Large Cap Equity FI
Price$24.28
Change-$0.49 (-1.98%)
VolumeN/A
Net Assets359.66M
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
LMUSX vs VTSMX Comparison Chart
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LMUSX vs. VTSMX commentary
Jun 14, 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: 1.82T vs. LMUSX (360M). VTSMX pays higher dividends than LMUSX: VTSMX (1.18) vs LMUSX (0.15). 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 : 11.36 vs. LMUSX (8.22). VTSMX return over 5 years is better than : 93.63 vs. LMUSX (51.23).
| 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 | 1.267 | 2.548 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 360M | 1.82T | 0% |
| Annual Yield % from dividends | 0.15 | 1.18 | 13% |
| Returns for 1 year | 8.22 | 11.36 | 72% |
| Returns for 3 years | 53.27 | 59.46 | 90% |
| Returns for 5 years | 51.23 | 93.63 | 55% |
| Returns for 10 years | 49.14 | 182.22 | 27% |
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