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LRMAX vs VTSMX
LRMAX vs VTSMX Comparison
Open Charts LRMAX vs VTSMX
Lord Abbett Dividend Growth F3
Price$23.00
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$129.60
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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LRMAX vs VTSMX Comparison Chart
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LRMAX vs. VTSMX commentary
Sep 13, 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 StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. LRMAX (4.09B). VTSMX pays higher dividends than LRMAX: VTSMX (1.26) vs LRMAX (0.93). LRMAX was incepted earlier than VTSMX: LRMAX (7 years) vs VTSMX (32 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). LRMAX annual gain was more profitable for investors over the last year : 27.29 vs. VTSMX (24.28). VTSMX return over 5 years is better than : 80.71 vs. LRMAX (50.08).
| LRMAX | VTSMX | LRMAX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 32 years | - |
| Gain YTD | 20.384 | 16.018 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.09B | 1.72T | 0% |
| Annual Yield % from dividends | 0.93 | 1.26 | 73% |
| Returns for 1 year | 27.29 | 24.28 | 112% |
| Returns for 3 years | 14.48 | 19.71 | 73% |
| Returns for 5 years | 50.08 | 80.71 | 62% |
| Returns for 10 years | N/A | 180.11 | - |