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Analysis and predictions LRMAX vs VTSMX
LRMAX vs VTSMX Comparison
Open Charts LRMAX vs VTSMX
Lord Abbett Dividend Growth F3
Price$21.07
Change-$0.02 (-0.09%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$121.37
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
Apr 26, 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 Hold and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.6T vs. LRMAX (3.74B). 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). VTSMX annual gain was more profitable for investors over the last year : 24.32 vs. LRMAX (21.19). VTSMX return over 5 years is better than : 66.69 vs. LRMAX (42.73).
| 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 | 6.558 | 5.119 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.74B | 1.6T | 0% |
| Annual Yield % from dividends | 0.93 | 1.26 | 73% |
| Returns for 1 year | 21.19 | 24.32 | 87% |
| Returns for 3 years | 10.06 | 14.68 | 69% |
| Returns for 5 years | 42.73 | 66.69 | 64% |
| Returns for 10 years | N/A | 170.85 | - |