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LMUSX vs VTSMX
LMUSX vs VTSMX Comparison
Open Charts LMUSX vs VTSMX
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 I
Price$160.55
Change-$2.87 (-1.76%)
VolumeN/A
Net Assets2.05T
LMUSX vs VTSMX Comparison Chart in %
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LMUSX 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 LMUSX is a Buy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. LMUSX (409M). VTSMX pays higher dividends than LMUSX: VTSMX (1.02) vs LMUSX (0.08). LMUSX was incepted earlier than VTSMX: LMUSX (18 years) vs VTSMX (34 years). LMUSX (1.33) is less costly to investors than VTSMX (0.14). LMUSX is a more actively managed with annual turnover of: 49.00 vs. VTSMX (2.00). LMUSX has a lower initial minimum investment than VTSMX: LMUSX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 13.42 vs. LMUSX (10.30). VTSMX return over 5 years is better than : 83.98 vs. LMUSX (49.36).
| LMUSX | VTSMX | LMUSX / VTSMX | |
| Total Expense Ratio | 1.05 | 0.14 | 750% |
| Annual Report Gross Expense Ratio | 1.33 | 0.14 | 950% |
| Fund Existence | 18 years | 34 years | - |
| Gain YTD | 16.149 | 15.972 | 101% |
| 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 | 1.02 | 8% |
| Returns for 1 year | 10.30 | 13.42 | 77% |
| Returns for 3 years | 64.56 | 68.22 | 95% |
| Returns for 5 years | 49.36 | 83.98 | 59% |
| Returns for 10 years | 80.76 | 235.40 | 34% |
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