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LMPRX vs VTSAX
LMPRX vs VTSAX Comparison
Open Charts LMPRX vs VTSAX
Vanguard Total Stock Mkt Idx Adm
Price$127.49
Change+$2.22 (+1.77%)
VolumeN/A
Net Assets1.7T
LMPRX vs VTSAX Comparison Chart
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LMPRX vs. VTSAX commentary
Apr 12, 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 Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.7T vs. LMPRX (3.7B). 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 (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 : 0.31 vs. LMPRX (-19.97). VTSAX return over 5 years is better than : 85.36 vs. LMPRX (-45.78).
| 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 | 24 years | - |
| Gain YTD | -11.343 | -11.147 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.7B | 1.7T | 0% |
| Annual Yield % from dividends | 0.00 | 1.35 | - |
| Returns for 1 year | -19.97 | 0.31 | -6,425% |
| Returns for 3 years | -37.49 | 17.02 | -220% |
| Returns for 5 years | -45.78 | 85.36 | -54% |
| Returns for 10 years | -62.58 | 145.82 | -43% |
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