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LMPRX vs VTSAX
LMPRX vs VTSAX Comparison
Open Charts LMPRX vs VTSAX
Vanguard Total Stock Mkt Idx Adm
Price$135.40
Change+$0.98 (+0.73%)
VolumeN/A
Net Assets1.72T
LMPRX vs VTSAX Comparison Chart
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LMPRX vs. VTSAX commentary
May 09, 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 LMPRX is a Buy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. LMPRX (4.04B). VTSAX pays higher dividends than LMPRX: VTSAX (1.36) vs LMPRX (0.00). LMPRX was incepted earlier than VTSAX: LMPRX (18 years) vs VTSAX (25 years). LMPRX (1.44) is less costly to investors than VTSAX (0.04). LMPRX is a more actively managed with annual turnover of: 22.00 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 : 7.85 vs. LMPRX (-10.88). VTSAX return over 5 years is better than : 87.93 vs. LMPRX (-43.38).
| LMPRX | VTSAX | LMPRX / VTSAX | |
| Total Expense Ratio | 1.44 | 0.04 | 3,600% |
| Annual Report Gross Expense Ratio | 1.44 | 0.04 | 3,600% |
| Fund Existence | 18 years | 25 years | - |
| Gain YTD | -2.615 | -4.657 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.04B | 1.72T | 0% |
| Annual Yield % from dividends | 0.00 | 1.36 | - |
| Returns for 1 year | -10.88 | 7.85 | -139% |
| Returns for 3 years | -18.91 | 39.39 | -48% |
| Returns for 5 years | -43.38 | 87.93 | -49% |
| Returns for 10 years | -58.28 | 163.37 | -36% |
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