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LMUSX vs VTSMX
LMUSX vs VTSMX Comparison
Open Charts LMUSX vs VTSMX
Franklin U.S. Large Cap Equity FI
Price$24.42
Change-$0.82 (-3.25%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.24
Change-$4.58 (-3.14%)
VolumeN/A
CapitalizationN/A
LMUSX vs VTSMX Comparison Chart
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LMUSX vs. VTSMX commentary
Dec 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. LMUSX (338M). 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 : 29.70 vs. VTSMX (26.90). VTSMX return over 5 years is better than : 84.16 vs. LMUSX (44.27).
| 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 | 28.974 | 26.352 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 338M | 1.84T | 0% |
| Annual Yield % from dividends | 0.37 | 1.26 | 29% |
| Returns for 1 year | 29.70 | 26.90 | 110% |
| Returns for 3 years | 2.25 | 27.88 | 8% |
| Returns for 5 years | 44.27 | 84.16 | 53% |
| Returns for 10 years | 55.20 | 192.04 | 29% |