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LMUSX vs VTSAX
LMUSX vs VTSAX Comparison
Open Charts LMUSX vs VTSAX
Franklin U.S. Large Cap Equity FI
Price$28.36
Change+$0.05 (+0.18%)
VolumeN/A
Net Assets445.49M
Vanguard Total Stock Mkt Idx Adm
Price$163.82
Change+$0.69 (+0.42%)
VolumeN/A
Net Assets2.05T
LMUSX vs VTSAX Comparison Chart in %
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LMUSX vs. VTSAX commentary
Dec 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.05T vs. LMUSX (445M). 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 : 12.13 vs. LMUSX (8.59). VTSAX return over 5 years is better than : 76.48 vs. LMUSX (42.22).
| 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 | 15.944 | 16.237 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 445M | 2.05T | 0% |
| Annual Yield % from dividends | 0.08 | 1.11 | 7% |
| Returns for 1 year | 8.59 | 12.13 | 71% |
| Returns for 3 years | 61.32 | 65.49 | 94% |
| Returns for 5 years | 42.22 | 76.48 | 55% |
| Returns for 10 years | 74.18 | 225.76 | 33% |
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