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LRMAX vs VTSMX
LRMAX vs VTSMX Comparison
Open Charts LRMAX vs VTSMX
Lord Abbett Dividend Growth F3
Price$23.86
Change-$0.38 (-1.57%)
VolumeN/A
Net Assets4.31B
Vanguard Total Stock Mkt Idx I
Price$143.99
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
LRMAX vs VTSMX Comparison Chart
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LRMAX vs. VTSMX commentary
Feb 23, 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 StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. LRMAX (4.31B). VTSMX pays higher dividends than LRMAX: VTSMX (1.26) vs LRMAX (0.93). LRMAX was incepted earlier than VTSMX: LRMAX (8 years) vs VTSMX (33 years). LRMAX is a more actively managed with annual turnover of: 35.00 vs. VTSMX (2.00). LRMAX has a lower initial minimum investment than VTSMX: LRMAX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 17.60 vs. LRMAX (13.08). VTSMX return over 5 years is better than : 74.84 vs. LRMAX (47.58).
| LRMAX | VTSMX | LRMAX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 33 years | - |
| Gain YTD | 3.245 | 2.121 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.31B | 1.84T | 0% |
| Annual Yield % from dividends | 0.93 | 1.26 | 73% |
| Returns for 1 year | 13.08 | 17.60 | 74% |
| Returns for 3 years | 28.76 | 36.78 | 78% |
| Returns for 5 years | 47.58 | 74.84 | 64% |
| Returns for 10 years | N/A | 180.15 | - |
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