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LRMAX vs VTSMX
LRMAX vs VTSMX Comparison
Open Charts LRMAX vs VTSMX
Lord Abbett Dividend Growth F3
Price$20.32
Change-$0.22 (-1.07%)
VolumeN/A
Net Assets3.7B
Vanguard Total Stock Mkt Idx I
Price$118.54
Change-$2.02 (-1.68%)
VolumeN/A
Net Assets1.7T
LRMAX vs VTSMX Comparison Chart
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LRMAX vs. VTSMX commentary
Apr 09, 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: 1.7T vs. LRMAX (3.7B). VTSMX pays higher dividends than LRMAX: VTSMX (1.25) vs LRMAX (0.89). LRMAX was incepted earlier than VTSMX: LRMAX (8 years) vs VTSMX (33 years). LRMAX (0.60) 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 : -3.66 vs. LRMAX (-4.13). VTSMX return over 5 years is better than : 78.40 vs. LRMAX (50.67).
| LRMAX | VTSMX | LRMAX / VTSMX | |
| Total Expense Ratio | 0.60 | 0.14 | 429% |
| Annual Report Gross Expense Ratio | 0.60 | 0.14 | 429% |
| Fund Existence | 8 years | 33 years | - |
| Gain YTD | -10.905 | -14.472 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.7B | 1.7T | 0% |
| Annual Yield % from dividends | 0.89 | 1.25 | 71% |
| Returns for 1 year | -4.13 | -3.66 | 113% |
| Returns for 3 years | 6.87 | 10.58 | 65% |
| Returns for 5 years | 50.67 | 78.40 | 65% |
| Returns for 10 years | N/A | 135.47 | - |
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