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LMTIX vs VTSMX
LMTIX vs VTSMX Comparison
Open Charts LMTIX vs VTSMX
Franklin U.S. Large Cap Equity I
Price$27.20
Change+$0.14 (+0.52%)
VolumeN/A
Net Assets394.08M
Vanguard Total Stock Mkt Idx I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
LMTIX vs VTSMX Comparison Chart in %
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LMTIX 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 LMTIX is a Buy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. LMTIX (394M). VTSMX pays higher dividends than LMTIX: VTSMX (1.04) vs LMTIX (0.32). LMTIX was incepted earlier than VTSMX: LMTIX (10 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 : 13.79 vs. LMTIX (11.13). VTSMX return over 5 years is better than : 84.86 vs. LMTIX (47.39).
| LMTIX | VTSMX | LMTIX / VTSMX | |
| Total Expense Ratio | 0.80 | 0.14 | 571% |
| Annual Report Gross Expense Ratio | 0.93 | 0.14 | 664% |
| Fund Existence | 10 years | 34 years | - |
| Gain YTD | 12.119 | 13.012 | 93% |
| 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 | 0.32 | 1.04 | 30% |
| Returns for 1 year | 11.13 | 13.79 | 81% |
| Returns for 3 years | 69.65 | 76.02 | 92% |
| Returns for 5 years | 47.39 | 84.86 | 56% |
| Returns for 10 years | 72.49 | 225.10 | 32% |
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