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LMUSX vs VTSAX
LMUSX vs VTSAX Comparison
Open Charts LMUSX vs VTSAX
Franklin U.S. Large Cap Equity FI
Price$24.28
Change-$0.49 (-1.98%)
VolumeN/A
Net Assets352.61M
Vanguard Total Stock Mkt Idx Adm
Price$142.91
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
LMUSX vs VTSAX Comparison Chart
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LMUSX vs. VTSAX commentary
Jun 16, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. LMUSX (353M). VTSAX pays higher dividends than LMUSX: VTSAX (1.28) vs LMUSX (0.15). LMUSX was incepted earlier than VTSAX: LMUSX (17 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 : 10.07 vs. LMUSX (6.08). VTSAX return over 5 years is better than : 91.40 vs. LMUSX (48.24).
| 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 | 17 years | 25 years | - |
| Gain YTD | -0.736 | 1.365 | -54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 353M | 1.82T | 0% |
| Annual Yield % from dividends | 0.15 | 1.28 | 12% |
| Returns for 1 year | 6.08 | 10.07 | 60% |
| Returns for 3 years | 50.24 | 57.61 | 87% |
| Returns for 5 years | 48.24 | 91.40 | 53% |
| Returns for 10 years | 46.19 | 179.53 | 26% |
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