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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
Jul 14, 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 Buy and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 18.6B vs. LMARX (715M). VRTIX pays higher dividends than LMARX: VRTIX (1.08) 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 : 33.72 vs. LMARX (17.09). VRTIX return over 5 years is better than : 37.70 vs. LMARX (0.22).
| 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 | 15.859 | 20.296 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 715M | 18.6B | 4% |
| Annual Yield % from dividends | 0.00 | 1.08 | - |
| Returns for 1 year | 17.09 | 33.72 | 51% |
| Returns for 3 years | 20.78 | 56.10 | 37% |
| Returns for 5 years | 0.22 | 37.70 | 1% |
| Returns for 10 years | 49.10 | 157.61 | 31% |
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