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LMTIX vs VTSMX
LMTIX vs VTSMX Comparison
Open Charts LMTIX vs VTSMX
Franklin U.S. Large Cap Equity I
Price$27.66
Change+$0.27 (+0.99%)
VolumeN/A
Net Assets477.35M
Vanguard Total Stock Mkt Idx I
Price$165.41
Change+$4.46 (+2.77%)
VolumeN/A
Net Assets2.06T
LMTIX vs VTSMX Comparison Chart in %
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LMTIX vs. VTSMX commentary
Feb 05, 2026
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 LMTIX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. LMTIX (477M). VTSMX pays higher dividends than LMTIX: VTSMX (1.00) vs LMTIX (0.21). LMTIX was incepted earlier than VTSMX: LMTIX (11 years) vs VTSMX (34 years). LMTIX (0.93) is less costly to investors than VTSMX (0.14). LMTIX is a more actively managed with annual turnover of: 49.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than LMTIX: VTSMX (3000) vs LMTIX (1000000). VTSMX annual gain was more profitable for investors over the last year : 14.79 vs. LMTIX (11.73). VTSMX return over 5 years is better than : 68.19 vs. LMTIX (34.07).
| LMTIX | VTSMX | LMTIX / VTSMX | |
| Total Expense Ratio | 0.80 | 0.14 | 571% |
| Annual Report Gross Expense Ratio | 0.93 | 0.14 | 664% |
| Fund Existence | 11 years | 34 years | - |
| Gain YTD | 0.765 | 1.373 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 477M | 2.06T | 0% |
| Annual Yield % from dividends | 0.21 | 1.00 | 21% |
| Returns for 1 year | 11.73 | 14.79 | 79% |
| Returns for 3 years | 55.77 | 63.99 | 87% |
| Returns for 5 years | 34.07 | 68.19 | 50% |
| Returns for 10 years | 108.65 | 270.18 | 40% |
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