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LRMAX vs VTSMX
LRMAX vs VTSMX Comparison
Open Charts LRMAX vs VTSMX
Lord Abbett Dividend Growth F3
Price$24.82
Change+$0.22 (+0.89%)
VolumeN/A
Net Assets4.44B
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
LRMAX vs VTSMX Comparison Chart in %
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LRMAX vs. VTSMX commentary
Jul 05, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. LRMAX (4.44B). VTSMX pays higher dividends than LRMAX: VTSMX (1.12) vs LRMAX (0.83). 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 : 13.89 vs. LRMAX (10.08). VTSMX return over 5 years is better than : 95.59 vs. LRMAX (65.87).
| 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 | 7.901 | 6.421 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.44B | 1.82T | 0% |
| Annual Yield % from dividends | 0.83 | 1.12 | 74% |
| Returns for 1 year | 10.08 | 13.89 | 73% |
| Returns for 3 years | 46.51 | 62.08 | 75% |
| Returns for 5 years | 65.87 | 95.59 | 69% |
| Returns for 10 years | N/A | 198.05 | - |
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