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LTUCX vs VFISX
LTUCX vs VFISX Comparison Chart in %
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LTUCX vs. VFISX commentary
Nov 21, 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 LTUCX is a Hold and VFISX is a Hold.
FUNDAMENTALS
Fundamentals
VFISX has more cash in the bank: 5.75B vs. LTUCX (93.1M). VFISX pays higher dividends than LTUCX: VFISX (3.96) vs LTUCX (2.42). LTUCX was incepted earlier than VFISX: LTUCX (31 years) vs VFISX (34 years). LTUCX (1.84) is less costly to investors than VFISX (0.20). VFISX is a more actively managed with annual turnover of: 348.00 vs. LTUCX (32.26). VFISX has a lower initial minimum investment than LTUCX: VFISX (3000) vs LTUCX (5000). LTUCX annual gain was more profitable for investors over the last year : 5.58 vs. VFISX (1.22). LTUCX return over 5 years is better than : 0.36 vs. VFISX (-8.76).
| LTUCX | VFISX | LTUCX / VFISX | |
| Total Expense Ratio | 1.24 | 0.20 | 620% |
| Annual Report Gross Expense Ratio | 1.84 | 0.20 | 920% |
| Fund Existence | 31 years | 34 years | - |
| Gain YTD | 5.608 | 1.223 | 458% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 93.1M | 5.75B | 2% |
| Annual Yield % from dividends | 2.42 | 3.96 | 61% |
| Returns for 1 year | 5.58 | 1.22 | 456% |
| Returns for 3 years | 12.32 | 0.44 | 2,778% |
| Returns for 5 years | 0.36 | -8.76 | -4% |
| Returns for 10 years | 8.31 | -2.84 | -292% |
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