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LRMAX vs VTSMX
LRMAX vs VTSMX Comparison
Open Charts LRMAX vs VTSMX
Lord Abbett Dividend Growth F3
Price$26.26
Change+$0.11 (+0.42%)
VolumeN/A
Net Assets4.66B
Vanguard Total Stock Mkt Idx I
Price$159.76
Change+$0.67 (+0.42%)
VolumeN/A
Net Assets2.02T
LRMAX vs VTSMX Comparison Chart in %
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LRMAX vs. VTSMX commentary
Oct 16, 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. LRMAX (4.66B). VTSMX pays higher dividends than LRMAX: VTSMX (1.04) vs LRMAX (0.81). LRMAX was incepted earlier than VTSMX: LRMAX (9 years) vs VTSMX (33 years). LRMAX (0.59) is less costly to investors than VTSMX (0.14). LRMAX is a more actively managed with annual turnover of: 25.00 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 : 14.27 vs. LRMAX (7.28). VTSMX return over 5 years is better than : 84.68 vs. LRMAX (55.04).
| LRMAX | VTSMX | LRMAX / VTSMX | |
| Total Expense Ratio | 0.59 | 0.14 | 421% |
| Annual Report Gross Expense Ratio | 0.59 | 0.14 | 421% |
| Fund Existence | 9 years | 33 years | - |
| Gain YTD | 13.935 | 12.899 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.66B | 2.02T | 0% |
| Annual Yield % from dividends | 0.81 | 1.04 | 78% |
| Returns for 1 year | 7.28 | 14.27 | 51% |
| Returns for 3 years | 63.86 | 82.83 | 77% |
| Returns for 5 years | 55.04 | 84.68 | 65% |
| Returns for 10 years | N/A | 224.46 | - |
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