LMISX vs. SSSYX
Compare and contrast key facts about Franklin U.S. Large Cap Equity Fund (LMISX) and State Street Equity 500 Index Fund Class K (SSSYX).
LMISX is managed by Legg Mason. It was launched on Apr 30, 2008. SSSYX is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Sep 17, 2014.
Performance
LMISX vs. SSSYX - Performance Comparison
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LMISX vs. SSSYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LMISX Franklin U.S. Large Cap Equity Fund | -6.94% | 18.05% | 29.58% | 27.88% | -20.61% | 31.69% | 17.20% | 25.95% | -7.57% | 23.50% |
SSSYX State Street Equity 500 Index Fund Class K | -7.05% | 17.81% | 24.99% | 26.27% | -18.16% | 28.51% | 18.31% | 31.38% | -4.38% | 21.61% |
Returns By Period
The year-to-date returns for both stocks are quite close, with LMISX having a -6.94% return and SSSYX slightly lower at -7.05%. Both investments have delivered pretty close results over the past 10 years, with LMISX having a 13.37% annualized return and SSSYX not far ahead at 13.69%.
LMISX
- 1D
- -0.35%
- 1M
- -7.34%
- YTD
- -6.94%
- 6M
- -3.94%
- 1Y
- 17.44%
- 3Y*
- 19.40%
- 5Y*
- 11.96%
- 10Y*
- 13.37%
SSSYX
- 1D
- -0.39%
- 1M
- -7.67%
- YTD
- -7.05%
- 6M
- -4.60%
- 1Y
- 14.40%
- 3Y*
- 17.15%
- 5Y*
- 11.37%
- 10Y*
- 13.69%
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LMISX vs. SSSYX - Expense Ratio Comparison
LMISX has a 0.70% expense ratio, which is higher than SSSYX's 0.02% expense ratio.
Return for Risk
LMISX vs. SSSYX — Risk / Return Rank
LMISX
SSSYX
LMISX vs. SSSYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin U.S. Large Cap Equity Fund (LMISX) and State Street Equity 500 Index Fund Class K (SSSYX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| LMISX | SSSYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.00 | 0.84 | +0.17 |
Sortino ratioReturn per unit of downside risk | 1.53 | 1.30 | +0.24 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.20 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.30 | 1.06 | +0.24 |
Martin ratioReturn relative to average drawdown | 6.44 | 5.13 | +1.31 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LMISX | SSSYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.00 | 0.84 | +0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | 0.68 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.11 | +0.60 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.11 | +0.41 |
Correlation
The correlation between LMISX and SSSYX is 0.97, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
LMISX vs. SSSYX - Dividend Comparison
LMISX's dividend yield for the trailing twelve months is around 4.41%, more than SSSYX's 1.55% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LMISX Franklin U.S. Large Cap Equity Fund | 4.41% | 4.11% | 3.97% | 7.68% | 0.95% | 25.55% | 3.53% | 8.42% | 17.16% | 6.53% | 1.42% | 6.23% |
SSSYX State Street Equity 500 Index Fund Class K | 1.55% | 1.44% | 1.63% | 1.78% | 2.16% | 2.76% | 1.86% | 4.44% | 5.18% | 5.94% | 2.07% | 1.84% |
Drawdowns
LMISX vs. SSSYX - Drawdown Comparison
The maximum LMISX drawdown since its inception was -50.34%, smaller than the maximum SSSYX drawdown of -91.48%. Use the drawdown chart below to compare losses from any high point for LMISX and SSSYX.
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Drawdown Indicators
| LMISX | SSSYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.34% | -91.48% | +41.14% |
Max Drawdown (1Y)Largest decline over 1 year | -12.09% | -12.10% | +0.01% |
Max Drawdown (5Y)Largest decline over 5 years | -26.11% | -24.49% | -1.62% |
Max Drawdown (10Y)Largest decline over 10 years | -35.27% | -91.48% | +56.21% |
Current DrawdownCurrent decline from peak | -8.69% | -8.88% | +0.19% |
Average DrawdownAverage peak-to-trough decline | -7.68% | -4.20% | -3.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.43% | 2.49% | -0.06% |
Volatility
LMISX vs. SSSYX - Volatility Comparison
The current volatility for Franklin U.S. Large Cap Equity Fund (LMISX) is 3.99%, while State Street Equity 500 Index Fund Class K (SSSYX) has a volatility of 4.24%. This indicates that LMISX experiences smaller price fluctuations and is considered to be less risky than SSSYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LMISX | SSSYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.99% | 4.24% | -0.25% |
Volatility (6M)Calculated over the trailing 6-month period | 9.18% | 9.08% | +0.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.13% | 18.10% | +0.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.67% | 16.85% | +0.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.75% | 124.43% | -105.68% |