Interact to see
Advertisement
Advertisement
LMARX vs VRTIX
LMARX vs VRTIX Comparison
Open Charts LMARX vs VRTIX
LMARX vs VRTIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LMARX vs. VRTIX commentary
Aug 03, 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 (705M). 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 : 33.01 vs. LMARX (17.23). VRTIX return over 5 years is better than : 34.10 vs. LMARX (-0.10).
| 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 | 15.194 | 18.455 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 705M | 18.6B | 4% |
| Annual Yield % from dividends | 0.00 | 1.12 | - |
| Returns for 1 year | 17.23 | 33.01 | 52% |
| Returns for 3 years | 17.47 | 48.81 | 36% |
| Returns for 5 years | -0.10 | 34.10 | -0% |
| Returns for 10 years | 48.68 | 154.24 | 32% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement