Ad is loading...
LMPFX vs VTSAX
LMPFX vs VTSAX Comparison
Open Charts LMPFX vs VTSAX
Vanguard Total Stock Mkt Idx Adm
Price$128.49
Change-$6.87 (-5.08%)
VolumeN/A
Net Assets1.81T
LMPFX vs VTSAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LMPFX vs. VTSAX commentary
Apr 04, 2025
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 LMPFX is a Hold and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.81T vs. LMPFX (3.96B). VTSAX pays higher dividends than LMPFX: VTSAX (1.35) vs LMPFX (0.00). LMPFX was incepted earlier than VTSAX: LMPFX (18 years) vs VTSAX (24 years). LMPFX (1.16) is less costly to investors than VTSAX (0.04). LMPFX is a more actively managed with annual turnover of: 22.00 vs. VTSAX (2.00). LMPFX has a lower initial minimum investment than VTSAX: LMPFX (0) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 8.05 vs. LMPFX (-12.89). VTSAX return over 5 years is better than : 126.25 vs. LMPFX (-30.32).
| LMPFX | VTSAX | LMPFX / VTSAX | |
| Total Expense Ratio | 1.16 | 0.04 | 2,900% |
| Annual Report Gross Expense Ratio | 1.16 | 0.04 | 2,900% |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | -5.315 | -3.990 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.96B | 1.81T | 0% |
| Annual Yield % from dividends | 0.00 | 1.35 | - |
| Returns for 1 year | -12.89 | 8.05 | -160% |
| Returns for 3 years | -33.24 | 21.03 | -158% |
| Returns for 5 years | -30.32 | 126.25 | -24% |
| Returns for 10 years | -55.10 | 167.38 | -33% |