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LMARX vs VRTIX
LMARX vs VRTIX Comparison
Open Charts LMARX vs VRTIX
LMARX vs VRTIX Comparison Chart in %
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LMARX vs. VRTIX commentary
Aug 23, 2026
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 LMARX is a Hold and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 17.5B vs. LMARX (708M). VRTIX pays higher dividends than LMARX: VRTIX (1.12) vs LMARX (0.00). LMARX was incepted earlier than VRTIX: LMARX (20 years) vs VRTIX (16 years). LMARX (1.48) is less costly to investors than VRTIX (0.05). LMARX is a more actively managed with annual turnover of: 33.00 vs. VRTIX (14.00). LMARX has a lower initial minimum investment than VRTIX: LMARX (0) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 33.16 vs. LMARX (13.83). VRTIX return over 5 years is better than : 41.82 vs. LMARX (3.56).
| LMARX | VRTIX | LMARX / VRTIX | |
| Total Expense Ratio | 1.45 | 0.05 | 2,900% |
| Annual Report Gross Expense Ratio | 1.48 | 0.05 | 2,960% |
| Fund Existence | 20 years | 16 years | - |
| Gain YTD | 16.264 | 22.079 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 708M | 17.5B | 4% |
| Annual Yield % from dividends | 0.00 | 1.12 | - |
| Returns for 1 year | 13.83 | 33.16 | 42% |
| Returns for 3 years | 25.40 | 65.02 | 39% |
| Returns for 5 years | 3.56 | 41.82 | 9% |
| Returns for 10 years | 45.88 | 152.08 | 30% |
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