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LRMAX vs VTSMX
LRMAX vs VTSMX Comparison
Open Charts LRMAX vs VTSMX
Lord Abbett Dividend Growth F3
Price$23.11
Change-$0.61 (-2.57%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.24
Change-$4.58 (-3.14%)
VolumeN/A
CapitalizationN/A
LRMAX vs VTSMX Comparison Chart
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LRMAX vs. VTSMX 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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. LRMAX (4.11B). 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 : 26.90 vs. LRMAX (20.29). VTSMX return over 5 years is better than : 84.16 vs. LRMAX (51.04).
| 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 | 20.481 | 26.352 | 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 | 1.26 | 73% |
| Returns for 1 year | 20.29 | 26.90 | 75% |
| Returns for 3 years | 18.20 | 27.88 | 65% |
| Returns for 5 years | 51.04 | 84.16 | 61% |
| Returns for 10 years | N/A | 192.04 | - |
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