LMGAX vs. VTSAX
Compare and contrast key facts about Lord Abbett Growth Opportunities Fund (LMGAX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX).
LMGAX is managed by Lord Abbett. It was launched on Aug 1, 1995. VTSAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LMGAX or VTSAX.
Correlation
The correlation between LMGAX and VTSAX is 0.91, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
LMGAX vs. VTSAX - Performance Comparison
Key characteristics
LMGAX:
0.92
VTSAX:
1.64
LMGAX:
1.33
VTSAX:
2.22
LMGAX:
1.17
VTSAX:
1.30
LMGAX:
0.50
VTSAX:
2.51
LMGAX:
5.03
VTSAX:
9.89
LMGAX:
4.18%
VTSAX:
2.17%
LMGAX:
22.88%
VTSAX:
13.13%
LMGAX:
-57.81%
VTSAX:
-55.34%
LMGAX:
-24.17%
VTSAX:
-2.38%
Returns By Period
In the year-to-date period, LMGAX achieves a 0.87% return, which is significantly lower than VTSAX's 2.13% return. Over the past 10 years, LMGAX has underperformed VTSAX with an annualized return of 1.59%, while VTSAX has yielded a comparatively higher 12.39% annualized return.
LMGAX
0.87%
-5.40%
15.49%
19.37%
0.04%
1.59%
VTSAX
2.13%
-1.57%
7.23%
19.07%
13.47%
12.39%
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LMGAX vs. VTSAX - Expense Ratio Comparison
LMGAX has a 1.06% expense ratio, which is higher than VTSAX's 0.04% expense ratio.
Risk-Adjusted Performance
LMGAX vs. VTSAX — Risk-Adjusted Performance Rank
LMGAX
VTSAX
LMGAX vs. VTSAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Growth Opportunities Fund (LMGAX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
LMGAX vs. VTSAX - Dividend Comparison
LMGAX has not paid dividends to shareholders, while VTSAX's dividend yield for the trailing twelve months is around 1.23%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LMGAX Lord Abbett Growth Opportunities Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 15.92% |
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares | 1.23% | 1.26% | 1.43% | 1.65% | 1.20% | 1.41% | 1.77% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
Drawdowns
LMGAX vs. VTSAX - Drawdown Comparison
The maximum LMGAX drawdown since its inception was -57.81%, roughly equal to the maximum VTSAX drawdown of -55.34%. Use the drawdown chart below to compare losses from any high point for LMGAX and VTSAX. For additional features, visit the drawdowns tool.
Volatility
LMGAX vs. VTSAX - Volatility Comparison
Lord Abbett Growth Opportunities Fund (LMGAX) has a higher volatility of 9.21% compared to Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) at 3.51%. This indicates that LMGAX's price experiences larger fluctuations and is considered to be riskier than VTSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.