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LMBMX vs VRTIX
LMBMX vs VRTIX Comparison
Open Charts LMBMX vs VRTIX
LMBMX vs VRTIX Comparison Chart in %
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LMBMX vs. VRTIX commentary
Aug 23, 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 LMBMX is a Hold and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 17.5B vs. LMBMX (155M). VRTIX pays higher dividends than LMBMX: VRTIX (1.12) vs LMBMX (0.35). LMBMX was incepted earlier than VRTIX: LMBMX (14 years) vs VRTIX (16 years). LMBMX (0.92) is less costly to investors than VRTIX (0.05). LMBMX is a more actively managed with annual turnover of: 48.00 vs. VRTIX (14.00). LMBMX has a lower initial minimum investment than VRTIX: LMBMX (1000000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 33.16 vs. LMBMX (25.33). VRTIX return over 5 years is better than : 41.82 vs. LMBMX (18.72).
| LMBMX | VRTIX | LMBMX / VRTIX | |
| Total Expense Ratio | 0.75 | 0.05 | 1,500% |
| Annual Report Gross Expense Ratio | 0.92 | 0.05 | 1,840% |
| Fund Existence | 14 years | 16 years | - |
| Gain YTD | 20.000 | 22.079 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155M | 17.5B | 1% |
| Annual Yield % from dividends | 0.35 | 1.12 | 31% |
| Returns for 1 year | 25.33 | 33.16 | 76% |
| Returns for 3 years | 60.40 | 65.02 | 93% |
| Returns for 5 years | 18.72 | 41.82 | 45% |
| Returns for 10 years | 47.41 | 152.08 | 31% |
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