Interact to see
Advertisement
Advertisement
LMBCX vs VRTIX
LMBCX vs VRTIX Comparison
Open Charts LMBCX vs VRTIX
LMBCX vs VRTIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LMBCX vs. VRTIX commentary
Aug 18, 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 LMBCX is a StrongBuy and VRTIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 17.5B vs. LMBCX (158M). VRTIX pays higher dividends than LMBCX: VRTIX (1.12) vs LMBCX (0.00). LMBCX was incepted earlier than VRTIX: LMBCX (18 years) vs VRTIX (16 years). LMBCX (2.07) is less costly to investors than VRTIX (0.05). LMBCX is a more actively managed with annual turnover of: 48.00 vs. VRTIX (14.00). LMBCX has a lower initial minimum investment than VRTIX: LMBCX (1000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 34.61 vs. LMBCX (24.12). VRTIX return over 5 years is better than : 44.73 vs. LMBCX (8.08).
| LMBCX | VRTIX | LMBCX / VRTIX | |
| Total Expense Ratio | 2.05 | 0.05 | 4,100% |
| Annual Report Gross Expense Ratio | 2.07 | 0.05 | 4,140% |
| Fund Existence | 18 years | 16 years | - |
| Gain YTD | 20.969 | 24.060 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158M | 17.5B | 1% |
| Annual Yield % from dividends | 0.00 | 1.12 | - |
| Returns for 1 year | 24.12 | 34.61 | 70% |
| Returns for 3 years | 53.65 | 66.93 | 80% |
| Returns for 5 years | 8.08 | 44.73 | 18% |
| Returns for 10 years | 27.11 | 158.62 | 17% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| TGVVX | 61.88 | N/A | N/A |
| Touchstone Dynamic Large Cap Growth I | |||
| HQIAX | 22.90 | N/A | N/A |
| Hartford Equity Income A | |||
| MUEVX | 45.88 | N/A | N/A |
| MFS Blended Research Core Equity R6 | |||
| NPFFX | 75.97 | -0.34 | -0.45% |
| American Funds New Perspective F-1 | |||
| BDAIX | 36.09 | -0.26 | -0.72% |
| Baron Durable Advantage Institutional | |||