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LRMAX vs VTSAX
LRMAX vs VTSAX Comparison
Open Charts LRMAX vs VTSAX
Lord Abbett Dividend Growth F3
Price$23.11
Change-$0.61 (-2.57%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$141.29
Change-$4.58 (-3.14%)
VolumeN/A
CapitalizationN/A
LRMAX vs VTSAX Comparison Chart
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LRMAX vs. VTSAX 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 LRMAX is a Buy and VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.84T vs. LRMAX (4.11B). 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 : 26.91 vs. LRMAX (20.29). VTSAX return over 5 years is better than : 84.17 vs. LRMAX (51.04).
| 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 | 20.481 | 26.390 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.11B | 1.84T | 0% |
| Annual Yield % from dividends | 0.93 | 1.35 | 69% |
| Returns for 1 year | 20.29 | 26.91 | 75% |
| Returns for 3 years | 18.20 | 27.89 | 65% |
| Returns for 5 years | 51.04 | 84.17 | 61% |
| Returns for 10 years | N/A | 192.77 | - |
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