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LMISX vs VTSAX
LMISX vs VTSAX Comparison
Open Charts LMISX vs VTSAX
Franklin U.S. Large Cap Equity IS
Price$26.24
Change-$0.10 (-0.38%)
VolumeN/A
Net Assets383.86M
Vanguard Total Stock Mkt Idx Adm
Price$154.04
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
LMISX vs VTSAX Comparison Chart in %
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LMISX vs. VTSAX commentary
Aug 17, 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 LMISX is a Buy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. LMISX (384M). VTSAX pays higher dividends than LMISX: VTSAX (1.18) vs LMISX (0.39). LMISX was incepted earlier than VTSAX: LMISX (17 years) vs VTSAX (25 years). LMISX (0.79) is less costly to investors than VTSAX (0.04). LMISX is a more actively managed with annual turnover of: 49.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than LMISX: VTSAX (3000) vs LMISX (1000000). VTSAX (16.22) and LMISX (16.19) have marching annual gain over last year. VTSAX return over 5 years is better than : 85.86 vs. LMISX (47.34).
| LMISX | VTSAX | LMISX / VTSAX | |
| Total Expense Ratio | 0.70 | 0.04 | 1,750% |
| Annual Report Gross Expense Ratio | 0.79 | 0.04 | 1,975% |
| Fund Existence | 17 years | 25 years | - |
| Gain YTD | 8.306 | 9.275 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 384M | 1.91T | 0% |
| Annual Yield % from dividends | 0.39 | 1.18 | 33% |
| Returns for 1 year | 16.19 | 16.22 | 100% |
| Returns for 3 years | 44.18 | 46.82 | 94% |
| Returns for 5 years | 47.34 | 85.86 | 55% |
| Returns for 10 years | 61.54 | 203.17 | 30% |