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LMPRX vs VTSMX
LMPRX vs VTSMX Comparison
Open Charts LMPRX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$144.16
Change+$1.34 (+0.94%)
VolumeN/A
Net Assets1.78T
LMPRX vs VTSMX Comparison Chart
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LMPRX vs. VTSMX commentary
Jan 19, 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. LMPRX (4.42B). VTSMX pays higher dividends than LMPRX: VTSMX (1.26) vs LMPRX (0.00). LMPRX was incepted earlier than VTSMX: LMPRX (18 years) vs VTSMX (33 years). LMPRX is a more actively managed with annual turnover of: 10.00 vs. VTSMX (2.00). LMPRX has a lower initial minimum investment than VTSMX: LMPRX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 25.24 vs. LMPRX (-4.13). VTSMX return over 5 years is better than : 76.07 vs. LMPRX (-47.54).
| LMPRX | VTSMX | LMPRX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 33 years | - |
| Gain YTD | 2.772 | 2.241 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.42B | 1.78T | 0% |
| Annual Yield % from dividends | 0.00 | 1.26 | - |
| Returns for 1 year | -4.13 | 25.24 | -16% |
| Returns for 3 years | -30.24 | 28.94 | -104% |
| Returns for 5 years | -47.54 | 76.07 | -63% |
| Returns for 10 years | -53.27 | 194.99 | -27% |
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