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LRMAX vs VFIAX
LRMAX vs VFIAX Comparison
Open Charts LRMAX vs VFIAX
Lord Abbett Dividend Growth F3
Price$22.88
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets4.1B
Vanguard 500 Index Admiral
Price$522.74
Change-$0.28 (-0.05%)
VolumeN/A
Net Assets1.33T
LRMAX vs VFIAX Comparison Chart
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LRMAX vs. VFIAX commentary
May 11, 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 LRMAX is a Buy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.34T vs. LRMAX (4.1B). VFIAX pays higher dividends than LRMAX: VFIAX (1.36) vs LRMAX (0.89). LRMAX was incepted earlier than VFIAX: LRMAX (8 years) vs VFIAX (25 years). LRMAX (0.59) is less costly to investors than VFIAX (0.04). LRMAX is a more actively managed with annual turnover of: 25.00 vs. VFIAX (2.00). LRMAX has a lower initial minimum investment than VFIAX: LRMAX (0) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 8.59 vs. LRMAX (7.18). VFIAX return over 5 years is better than : 93.15 vs. LRMAX (62.64).
| LRMAX | VFIAX | LRMAX / VFIAX | |
| Total Expense Ratio | 0.59 | 0.04 | 1,475% |
| Annual Report Gross Expense Ratio | 0.59 | 0.04 | 1,475% |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | -0.755 | -3.675 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.1B | 1.34T | 0% |
| Annual Yield % from dividends | 0.89 | 1.36 | 66% |
| Returns for 1 year | 7.18 | 8.59 | 84% |
| Returns for 3 years | 32.62 | 41.54 | 79% |
| Returns for 5 years | 62.64 | 93.15 | 67% |
| Returns for 10 years | N/A | 169.85 | - |
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