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LMISX vs VTSMX
LMISX vs VTSMX Comparison
Open Charts LMISX vs VTSMX
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 I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
LMISX vs VTSMX Comparison Chart in %
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LMISX vs. VTSMX 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. LMISX (394M). VTSMX pays higher dividends than LMISX: VTSMX (1.04) vs LMISX (0.36). LMISX was incepted earlier than VTSMX: LMISX (17 years) vs VTSMX (34 years). LMISX (0.79) is less costly to investors than VTSMX (0.14). LMISX is a more actively managed with annual turnover of: 49.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than LMISX: VTSMX (3000) vs LMISX (1000000). VTSMX annual gain was more profitable for investors over the last year : 13.79 vs. LMISX (11.33). VTSMX return over 5 years is better than : 84.86 vs. LMISX (48.19).
| LMISX | VTSMX | LMISX / VTSMX | |
| Total Expense Ratio | 0.70 | 0.14 | 500% |
| Annual Report Gross Expense Ratio | 0.79 | 0.14 | 564% |
| Fund Existence | 17 years | 34 years | - |
| Gain YTD | 12.294 | 13.012 | 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 | 1.04 | 35% |
| Returns for 1 year | 11.33 | 13.79 | 82% |
| Returns for 3 years | 70.19 | 76.02 | 92% |
| Returns for 5 years | 48.19 | 84.86 | 57% |
| Returns for 10 years | 73.73 | 225.10 | 33% |
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