LMARX
Price
$69.61
Change
+$0.40 (+0.58%)
Updated
Sep 11 closing price
Net Assets
679.75M
VSMAX
Price
$140.61
Change
+$1.15 (+0.82%)
Updated
Sep 11 closing price
Net Assets
185.27B
Interact to see
Advertisement

LMARX vs VSMAX

LMARX vs VSMAX Comparison Chart in %
View a ticker or compare two or three
VS
LMARX vs. VSMAX commentary
Sep 13, 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 VSMAX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 185B vs. LMARX (680M). VSMAX pays higher dividends than LMARX: VSMAX (1.20) vs LMARX (0.00). LMARX was incepted earlier than VSMAX: LMARX (20 years) vs VSMAX (26 years). LMARX (1.48) is less costly to investors than VSMAX (0.05). LMARX is a more actively managed with annual turnover of: 33.00 vs. VSMAX (17.00). LMARX has a lower initial minimum investment than VSMAX: LMARX (0) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 13.12 vs. LMARX (5.02). VSMAX return over 5 years is better than : 32.93 vs. LMARX (-1.79).
LMARXVSMAXLMARX / VSMAX
Total Expense Ratio1.450.052,900%
Annual Report Gross Expense Ratio1.480.052,960%
Fund Existence20 years26 years-
Gain YTD12.22613.03294%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets680M185B0%
Annual Yield % from dividends0.001.20-
Returns for 1 year5.0213.1238%
Returns for 3 years21.7449.7044%
Returns for 5 years-1.7932.93-5%
Returns for 10 years44.37153.3329%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
CDDYX41.520.32
+0.78%
Columbia Dividend Income Inst3
ETEGX13.76N/A
N/A
Eaton Vance Small-Cap A
MLPOX11.08N/A
N/A
Invesco SteelPath MLP Alpha Y
MRCGX25.70N/A
N/A
Meridian Growth C
FGSLX67.75N/A
N/A
Fidelity Advisor Growth Strategies Z