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LMBAX vs VRTIX
LMBAX vs VRTIX Comparison
Open Charts LMBAX vs VRTIX
LMBAX vs VRTIX Comparison Chart in %
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LMBAX vs. VRTIX commentary
Jun 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 LMBAX is a Buy and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 16.6B vs. LMBAX (140M). VRTIX pays higher dividends than LMBAX: VRTIX (1.07) vs LMBAX (0.01). LMBAX was incepted earlier than VRTIX: LMBAX (17 years) vs VRTIX (15 years). LMBAX (1.36) is less costly to investors than VRTIX (0.05). LMBAX is a more actively managed with annual turnover of: 48.00 vs. VRTIX (14.00). LMBAX has a lower initial minimum investment than VRTIX: LMBAX (1000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 40.83 vs. LMBAX (33.32). VRTIX return over 5 years is better than : 29.82 vs. LMBAX (4.16).
| LMBAX | VRTIX | LMBAX / VRTIX | |
| Total Expense Ratio | 1.30 | 0.05 | 2,600% |
| Annual Report Gross Expense Ratio | 1.36 | 0.05 | 2,720% |
| Fund Existence | 17 years | 15 years | - |
| Gain YTD | 14.657 | 17.423 | 84% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140M | 16.6B | 1% |
| Annual Yield % from dividends | 0.01 | 1.07 | 1% |
| Returns for 1 year | 33.32 | 40.83 | 82% |
| Returns for 3 years | 55.05 | 60.65 | 91% |
| Returns for 5 years | 4.16 | 29.82 | 14% |
| Returns for 10 years | 44.97 | 160.34 | 28% |
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