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LMBCX vs VRTIX
LMBCX vs VRTIX Comparison
Open Charts LMBCX vs VRTIX
LMBCX vs VRTIX Comparison Chart in %
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LMBCX vs. VRTIX commentary
Jul 06, 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 Buy and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 17.5B vs. LMBCX (147M). VRTIX pays higher dividends than LMBCX: VRTIX (1.08) vs LMBCX (0.00). LMBCX was incepted earlier than VRTIX: LMBCX (17 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 : 35.07 vs. LMBCX (25.49). VRTIX return over 5 years is better than : 32.32 vs. LMBCX (-0.93).
| 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 | 17 years | 16 years | - |
| Gain YTD | 16.918 | 21.019 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 147M | 17.5B | 1% |
| Annual Yield % from dividends | 0.00 | 1.08 | - |
| Returns for 1 year | 25.49 | 35.07 | 73% |
| Returns for 3 years | 48.21 | 59.92 | 80% |
| Returns for 5 years | -0.93 | 32.32 | -3% |
| Returns for 10 years | 30.21 | 170.13 | 18% |
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