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LRMAX vs VTSMX
LRMAX vs VTSMX Comparison
Open Charts LRMAX vs VTSMX
Lord Abbett Dividend Growth F3
Price$22.88
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets4.1B
Vanguard Total Stock Mkt Idx I
Price$135.29
Change-$0.08 (-0.06%)
VolumeN/A
Net Assets1.72T
LRMAX vs VTSMX Comparison Chart
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LRMAX vs. VTSMX commentary
May 11, 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 Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. LRMAX (4.1B). VTSMX pays higher dividends than LRMAX: VTSMX (1.26) vs LRMAX (0.89). LRMAX was incepted earlier than VTSMX: LRMAX (8 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 : 7.95 vs. LRMAX (7.18). VTSMX return over 5 years is better than : 89.18 vs. LRMAX (62.64).
| LRMAX | VTSMX | LRMAX / VTSMX | |
| Total Expense Ratio | 0.59 | 0.14 | 421% |
| Annual Report Gross Expense Ratio | 0.59 | 0.14 | 421% |
| Fund Existence | 8 years | 33 years | - |
| Gain YTD | -0.755 | -4.022 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.1B | 1.72T | 0% |
| Annual Yield % from dividends | 0.89 | 1.26 | 71% |
| Returns for 1 year | 7.18 | 7.95 | 90% |
| Returns for 3 years | 32.62 | 40.07 | 81% |
| Returns for 5 years | 62.64 | 89.18 | 70% |
| Returns for 10 years | N/A | 165.24 | - |
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