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LRMAX vs VTSAX
LRMAX vs VTSAX Comparison
Open Charts LRMAX vs VTSAX
Lord Abbett Dividend Growth F3
Price$23.00
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$129.65
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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LRMAX vs VTSAX Comparison Chart
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LRMAX vs. VTSAX commentary
Sep 16, 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 StrongBuy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. LRMAX (4.13B). VTSAX pays higher dividends than LRMAX: VTSAX (1.35) vs LRMAX (0.93). LRMAX was incepted earlier than VTSAX: LRMAX (7 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). LRMAX annual gain was more profitable for investors over the last year : 27.03 vs. VTSAX (24.07). VTSAX return over 5 years is better than : 82.06 vs. LRMAX (50.97).
| LRMAX | VTSAX | LRMAX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 24 years | - |
| Gain YTD | 21.094 | 16.878 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.13B | 1.72T | 0% |
| Annual Yield % from dividends | 0.93 | 1.35 | 69% |
| Returns for 1 year | 27.03 | 24.07 | 112% |
| Returns for 3 years | 15.81 | 21.33 | 74% |
| Returns for 5 years | 50.97 | 82.06 | 62% |
| Returns for 10 years | N/A | 180.84 | - |
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