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LMPRX vs VTSMX
LMPRX vs VTSMX Comparison
Open Charts LMPRX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$141.25
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
LMPRX vs VTSMX Comparison Chart
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LMPRX vs. VTSMX 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 VTSMX is a StrongSell.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. LMPRX (4.46B). 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 : 30.52 vs. LMPRX (9.21). VTSMX return over 5 years is better than : 83.72 vs. LMPRX (-40.71).
| 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 | 12.173 | 22.392 | 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 | 1.26 | - |
| Returns for 1 year | 9.21 | 30.52 | 30% |
| Returns for 3 years | -43.30 | 19.91 | -217% |
| Returns for 5 years | -40.71 | 83.72 | -49% |
| Returns for 10 years | -46.71 | 186.07 | -25% |