Ad is loading...
LMUSX vs VTSMX
LMUSX vs VTSMX Comparison
Open Charts LMUSX vs VTSMX
Franklin U.S. Large Cap Equity FI
Price$25.07
Change+$0.20 (+0.80%)
VolumeN/A
Net Assets345M
Vanguard Total Stock Mkt Idx I
Price$144.16
Change+$1.34 (+0.94%)
VolumeN/A
Net Assets1.78T
LMUSX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LMUSX vs. VTSMX commentary
Jan 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 Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. LMUSX (345M). 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 : 27.33 vs. VTSMX (25.24). VTSMX return over 5 years is better than : 76.07 vs. LMUSX (39.03).
| 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 | 2.494 | 2.241 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 345M | 1.78T | 0% |
| Annual Yield % from dividends | 0.37 | 1.26 | 29% |
| Returns for 1 year | 27.33 | 25.24 | 108% |
| Returns for 3 years | 25.57 | 28.94 | 88% |
| Returns for 5 years | 39.03 | 76.07 | 51% |
| Returns for 10 years | 58.16 | 194.99 | 30% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| MSAZX | 27.59 | 0.25 | +0.91% |
| Invesco Main Street All Cap R5 | |||
| LSLTX | 34.80 | 0.22 | +0.64% |
| Leuthold Select Industries | |||
| FIAGX | 20.45 | 0.10 | +0.49% |
| Fidelity Advisor International Growth A | |||
| UIPMX | 20.72 | N/A | N/A |
| Victory Precious Metals & Minerals Instl | |||
| WIISX | 12.31 | -0.02 | -0.16% |
| William Blair International Sm Cap Gr R6 | |||