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LMUSX vs VTSMX
LMUSX vs VTSMX Comparison
Open Charts LMUSX vs VTSMX
Franklin U.S. Large Cap Equity FI
Price$24.66
Change-$0.50 (-1.99%)
VolumeN/A
Net Assets325.66M
Vanguard Total Stock Mkt Idx I
Price$143.99
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
LMUSX vs VTSMX Comparison Chart
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LMUSX vs. VTSMX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. LMUSX (326M). 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). VTSMX (17.60) and LMUSX (17.27) have marching annual gain over last year. VTSMX return over 5 years is better than : 74.84 vs. LMUSX (36.46).
| 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 | 0.818 | 2.121 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 326M | 1.84T | 0% |
| Annual Yield % from dividends | 0.37 | 1.26 | 29% |
| Returns for 1 year | 17.27 | 17.60 | 98% |
| Returns for 3 years | 31.78 | 36.78 | 86% |
| Returns for 5 years | 36.46 | 74.84 | 49% |
| Returns for 10 years | 46.62 | 180.15 | 26% |
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