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LMPRX vs VTSAX
LMPRX vs VTSAX Comparison
Open Charts LMPRX vs VTSAX
Vanguard Total Stock Mkt Idx Adm
Price$141.29
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
LMPRX vs VTSAX Comparison Chart
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LMPRX vs. VTSAX commentary
Nov 18, 2024
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 LMPRX is a Sell and VTSAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.73T vs. LMPRX (4.46B). VTSAX pays higher dividends than LMPRX: VTSAX (1.35) vs LMPRX (0.00). LMPRX was incepted earlier than VTSAX: LMPRX (18 years) vs VTSAX (24 years). LMPRX is a more actively managed with annual turnover of: 10.00 vs. VTSAX (2.00). LMPRX has a lower initial minimum investment than VTSAX: LMPRX (0) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 30.54 vs. LMPRX (9.21). VTSAX return over 5 years is better than : 83.75 vs. LMPRX (-40.71).
| LMPRX | VTSAX | LMPRX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | 12.173 | 22.422 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.46B | 1.73T | 0% |
| Annual Yield % from dividends | 0.00 | 1.35 | - |
| Returns for 1 year | 9.21 | 30.54 | 30% |
| Returns for 3 years | -43.30 | 19.92 | -217% |
| Returns for 5 years | -40.71 | 83.75 | -49% |
| Returns for 10 years | -46.71 | 186.74 | -25% |
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