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LMPRX vs VTSMX
LMPRX vs VTSMX Comparison
Open Charts LMPRX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$141.24
Change-$4.58 (-3.14%)
VolumeN/A
CapitalizationN/A
LMPRX vs VTSMX Comparison Chart
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LMPRX vs. VTSMX commentary
Dec 19, 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 Buy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. LMPRX (4.58B). 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 : 26.90 vs. LMPRX (-2.45). VTSMX return over 5 years is better than : 84.16 vs. LMPRX (-44.33).
| 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 | -3.077 | 26.352 | -12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.58B | 1.84T | 0% |
| Annual Yield % from dividends | 0.00 | 1.26 | - |
| Returns for 1 year | -2.45 | 26.90 | -9% |
| Returns for 3 years | -31.18 | 27.88 | -112% |
| Returns for 5 years | -44.33 | 84.16 | -53% |
| Returns for 10 years | -53.73 | 192.04 | -28% |