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LMUSX vs VTSAX
LMUSX vs VTSAX Comparison
Open Charts LMUSX vs VTSAX
Franklin U.S. Large Cap Equity FI
Price$27.96
Change-$0.45 (-1.58%)
VolumeN/A
Net Assets409.21M
Vanguard Total Stock Mkt Idx Adm
Price$160.60
Change-$2.86 (-1.75%)
VolumeN/A
Net Assets2.05T
LMUSX vs VTSAX Comparison Chart in %
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LMUSX vs. VTSAX 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 LMUSX is a Buy and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.05T vs. LMUSX (409M). VTSAX pays higher dividends than LMUSX: VTSAX (1.11) vs LMUSX (0.08). LMUSX was incepted earlier than VTSAX: LMUSX (18 years) vs VTSAX (25 years). LMUSX (1.33) is less costly to investors than VTSAX (0.04). LMUSX is a more actively managed with annual turnover of: 49.00 vs. VTSAX (2.00). LMUSX has a lower initial minimum investment than VTSAX: LMUSX (0) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 11.52 vs. LMUSX (10.30). VTSAX return over 5 years is better than : 80.80 vs. LMUSX (49.36).
| LMUSX | VTSAX | LMUSX / VTSAX | |
| Total Expense Ratio | 1.05 | 0.04 | 2,625% |
| Annual Report Gross Expense Ratio | 1.33 | 0.04 | 3,325% |
| Fund Existence | 18 years | 25 years | - |
| Gain YTD | 16.149 | 13.952 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 409M | 2.05T | 0% |
| Annual Yield % from dividends | 0.08 | 1.11 | 7% |
| Returns for 1 year | 10.30 | 11.52 | 89% |
| Returns for 3 years | 64.56 | 66.89 | 97% |
| Returns for 5 years | 49.36 | 80.80 | 61% |
| Returns for 10 years | 80.76 | 225.71 | 36% |
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