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ALFQX vs VEXRX
ALFQX vs VEXRX Comparison
Open Charts ALFQX vs VEXRX
Lord Abbett Alpha Strategy R2
Price$22.64
Change+$0.38 (+1.71%)
VolumeN/A
Net Assets546.15M
ALFQX vs VEXRX Comparison Chart
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ALFQX vs. VEXRX 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 ALFQX is a Hold and VEXRX is a Buy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 21.4B vs. ALFQX (546M). VEXRX pays higher dividends than ALFQX: VEXRX (0.56) vs ALFQX (0.00). ALFQX was incepted earlier than VEXRX: ALFQX (18 years) vs VEXRX (23 years). ALFQX (1.82) is less costly to investors than VEXRX (0.34). VEXRX is a more actively managed with annual turnover of: 35.00 vs. ALFQX (1.00). ALFQX has a lower initial minimum investment than VEXRX: ALFQX (0) vs VEXRX (50000). ALFQX annual gain was more profitable for investors over the last year : -2.84 vs. VEXRX (-9.28). ALFQX return over 5 years is better than : 60.67 vs. VEXRX (48.79).
| ALFQX | VEXRX | ALFQX / VEXRX | |
| Total Expense Ratio | 1.82 | 0.34 | 535% |
| Annual Report Gross Expense Ratio | 1.82 | 0.34 | 535% |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | -8.845 | -8.573 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 546M | 21.4B | 3% |
| Annual Yield % from dividends | 0.00 | 0.56 | - |
| Returns for 1 year | -2.84 | -9.28 | 31% |
| Returns for 3 years | -8.13 | -9.60 | 85% |
| Returns for 5 years | 60.67 | 48.79 | 124% |
| Returns for 10 years | -25.86 | 7.01 | -369% |
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