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ALFAX vs VEXPX
ALFAX vs VEXPX Comparison
Open Charts ALFAX vs VEXPX
Lord Abbett Alpha Strategy A
Price$24.10
Change+$0.40 (+1.69%)
VolumeN/A
Net Assets546.15M
ALFAX vs VEXPX Comparison Chart
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ALFAX vs. VEXPX commentary
Apr 03, 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 ALFAX is a Hold and VEXPX is a Buy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 21.4B vs. ALFAX (546M). VEXPX pays higher dividends than ALFAX: VEXPX (0.44) vs ALFAX (0.11). ALFAX was incepted earlier than VEXPX: ALFAX (27 years) vs VEXPX (57 years). ALFAX (1.47) is less costly to investors than VEXPX (0.45). VEXPX is a more actively managed with annual turnover of: 35.00 vs. ALFAX (1.00). ALFAX has a lower initial minimum investment than VEXPX: ALFAX (1500) vs VEXPX (3000). ALFAX annual gain was more profitable for investors over the last year : -2.41 vs. VEXPX (-9.38). ALFAX return over 5 years is better than : 64.43 vs. VEXPX (48.70).
| ALFAX | VEXPX | ALFAX / VEXPX | |
| Total Expense Ratio | 1.47 | 0.45 | 327% |
| Annual Report Gross Expense Ratio | 1.47 | 0.45 | 327% |
| Fund Existence | 27 years | 57 years | - |
| Gain YTD | -8.741 | -8.604 | 102% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 3000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 546M | 21.4B | 3% |
| Annual Yield % from dividends | 0.11 | 0.44 | 26% |
| Returns for 1 year | -2.41 | -9.38 | 26% |
| Returns for 3 years | -7.07 | -9.70 | 73% |
| Returns for 5 years | 64.43 | 48.70 | 132% |
| Returns for 10 years | -21.41 | 6.90 | -310% |
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