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LRMAX vs VTSAX
LRMAX vs VTSAX Comparison
Open Charts LRMAX vs VTSAX
Lord Abbett Dividend Growth F3
Price$23.62
Change+$0.17 (+0.72%)
VolumeN/A
Net Assets4.27B
Vanguard Total Stock Mkt Idx Adm
Price$144.19
Change+$1.35 (+0.95%)
VolumeN/A
Net Assets1.78T
LRMAX vs VTSAX Comparison Chart
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LRMAX vs. VTSAX 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 LRMAX is a Hold and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.78T vs. LRMAX (4.27B). VTSAX pays higher dividends than LRMAX: VTSAX (1.35) vs LRMAX (0.93). LRMAX was incepted earlier than VTSAX: LRMAX (8 years) vs VTSAX (24 years). LRMAX is a more actively managed with annual turnover of: 35.00 vs. VTSAX (2.00). LRMAX has a lower initial minimum investment than VTSAX: LRMAX (0) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 25.26 vs. LRMAX (20.00). VTSAX return over 5 years is better than : 76.10 vs. LRMAX (46.36).
| LRMAX | VTSAX | LRMAX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | 2.207 | 2.241 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.27B | 1.78T | 0% |
| Annual Yield % from dividends | 0.93 | 1.35 | 69% |
| Returns for 1 year | 20.00 | 25.26 | 79% |
| Returns for 3 years | 21.43 | 28.96 | 74% |
| Returns for 5 years | 46.36 | 76.10 | 61% |
| Returns for 10 years | N/A | 195.63 | - |
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