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LMUSX vs VTSMX
LMUSX vs VTSMX Comparison
Open Charts LMUSX vs VTSMX
Franklin U.S. Large Cap Equity FI
Price$21.67
Change+$0.08 (+0.37%)
VolumeN/A
Net Assets289.21M
Vanguard Total Stock Mkt Idx I
Price$125.95
Change+$0.29 (+0.23%)
VolumeN/A
Net Assets1.7T
LMUSX vs VTSMX Comparison Chart
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LMUSX vs. VTSMX commentary
Apr 19, 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 Hold and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. LMUSX (289M). VTSMX pays higher dividends than LMUSX: VTSMX (1.25) vs LMUSX (0.16). LMUSX was incepted earlier than VTSMX: LMUSX (17 years) vs VTSMX (33 years). LMUSX (1.27) 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 : 4.59 vs. LMUSX (2.81). VTSMX return over 5 years is better than : 81.35 vs. LMUSX (43.35).
| LMUSX | VTSMX | LMUSX / VTSMX | |
| Total Expense Ratio | 1.05 | 0.14 | 750% |
| Annual Report Gross Expense Ratio | 1.27 | 0.14 | 907% |
| Fund Existence | 17 years | 33 years | - |
| Gain YTD | -11.406 | -10.648 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 289M | 1.7T | 0% |
| Annual Yield % from dividends | 0.16 | 1.25 | 13% |
| Returns for 1 year | 2.81 | 4.59 | 61% |
| Returns for 3 years | 14.24 | 17.80 | 80% |
| Returns for 5 years | 43.35 | 81.35 | 53% |
| Returns for 10 years | 29.95 | 146.23 | 20% |
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