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LMISX vs VTSAX
LMISX vs VTSAX Comparison
Open Charts LMISX vs VTSAX
Franklin U.S. Large Cap Equity IS
Price$27.31
Change+$0.15 (+0.55%)
VolumeN/A
Net Assets394.08M
Vanguard Total Stock Mkt Idx Adm
Price$159.29
Change+$0.70 (+0.44%)
VolumeN/A
Net Assets2.02T
LMISX vs VTSAX Comparison Chart in %
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LMISX vs. VTSAX commentary
Oct 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 LMISX is a Buy and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.02T vs. LMISX (394M). VTSAX pays higher dividends than LMISX: VTSAX (1.13) vs LMISX (0.36). 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 annual gain was more profitable for investors over the last year : 13.81 vs. LMISX (11.33). VTSAX return over 5 years is better than : 84.90 vs. LMISX (48.19).
| 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 | 12.294 | 13.023 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 394M | 2.02T | 0% |
| Annual Yield % from dividends | 0.36 | 1.13 | 32% |
| Returns for 1 year | 11.33 | 13.81 | 82% |
| Returns for 3 years | 70.19 | 76.08 | 92% |
| Returns for 5 years | 48.19 | 84.90 | 57% |
| Returns for 10 years | 73.73 | 225.85 | 33% |
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