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LMTIX vs VTSMX
LMTIX vs VTSMX Comparison
Open Charts LMTIX vs VTSMX
Franklin U.S. Large Cap Equity I
Price$27.78
Change-$0.45 (-1.59%)
VolumeN/A
Net Assets409.21M
Vanguard Total Stock Mkt Idx I
Price$160.55
Change-$2.87 (-1.76%)
VolumeN/A
Net Assets2.05T
LMTIX vs VTSMX Comparison Chart in %
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LMTIX vs. VTSMX commentary
Nov 14, 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: 2.05T vs. LMTIX (409M). VTSMX pays higher dividends than LMTIX: VTSMX (1.02) vs LMTIX (0.31). 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 : 13.42 vs. LMTIX (10.53). VTSMX return over 5 years is better than : 83.98 vs. LMTIX (50.20).
| 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 | 16.364 | 15.972 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 409M | 2.05T | 0% |
| Annual Yield % from dividends | 0.31 | 1.02 | 30% |
| Returns for 1 year | 10.53 | 13.42 | 78% |
| Returns for 3 years | 65.64 | 68.22 | 96% |
| Returns for 5 years | 50.20 | 83.98 | 60% |
| Returns for 10 years | 81.42 | 235.40 | 35% |
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