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LMUSX vs VTSMX
LMUSX vs VTSMX Comparison
Open Charts LMUSX vs VTSMX
Franklin U.S. Large Cap Equity FI
Price$25.93
Change+$0.12 (+0.46%)
VolumeN/A
Net Assets374.5M
Vanguard Total Stock Mkt Idx I
Price$152.62
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
LMUSX vs VTSMX Comparison Chart in %
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LMUSX vs. VTSMX commentary
Jul 26, 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: 1.91T vs. LMUSX (375M). VTSMX pays higher dividends than LMUSX: VTSMX (1.12) vs LMUSX (0.09). 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 : 17.23 vs. LMUSX (13.75). VTSMX return over 5 years is better than : 92.66 vs. LMUSX (50.39).
| 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 | 5.519 | 7.812 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 375M | 1.91T | 0% |
| Annual Yield % from dividends | 0.09 | 1.12 | 8% |
| Returns for 1 year | 13.75 | 17.23 | 80% |
| Returns for 3 years | 53.89 | 59.89 | 90% |
| Returns for 5 years | 50.39 | 92.66 | 54% |
| Returns for 10 years | 56.40 | 199.64 | 28% |
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