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LRMAX vs VTSMX
LRMAX vs VTSMX Comparison
Open Charts LRMAX vs VTSMX
Lord Abbett Dividend Growth F3
Price$25.03
Change+$0.09 (+0.36%)
VolumeN/A
Net Assets4.47B
Vanguard Total Stock Mkt Idx I
Price$151.44
Change+$0.98 (+0.65%)
VolumeN/A
Net Assets1.91T
LRMAX vs VTSMX Comparison Chart in %
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LRMAX vs. VTSMX commentary
Aug 08, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. LRMAX (4.47B). VTSMX pays higher dividends than LRMAX: VTSMX (1.09) vs LRMAX (0.82). 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 : 20.02 vs. LRMAX (13.71). VTSMX return over 5 years is better than : 82.72 vs. LRMAX (55.16).
| 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 | 8.422 | 6.754 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.47B | 1.91T | 0% |
| Annual Yield % from dividends | 0.82 | 1.09 | 75% |
| Returns for 1 year | 13.71 | 20.02 | 69% |
| Returns for 3 years | 36.81 | 49.22 | 75% |
| Returns for 5 years | 55.16 | 82.72 | 67% |
| Returns for 10 years | N/A | 198.64 | - |
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