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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
Jun 04, 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 Buy and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 16.6B vs. LMBMX (140M). VRTIX pays higher dividends than LMBMX: VRTIX (1.07) vs LMBMX (0.36). LMBMX was incepted earlier than VRTIX: LMBMX (14 years) vs VRTIX (15 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 : 40.83 vs. LMBMX (33.90). VRTIX return over 5 years is better than : 29.82 vs. LMBMX (6.46).
| 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 | 15 years | - |
| Gain YTD | 14.867 | 17.423 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140M | 16.6B | 1% |
| Annual Yield % from dividends | 0.36 | 1.07 | 33% |
| Returns for 1 year | 33.90 | 40.83 | 83% |
| Returns for 3 years | 57.10 | 60.65 | 94% |
| Returns for 5 years | 6.46 | 29.82 | 22% |
| Returns for 10 years | 49.82 | 160.34 | 31% |
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