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ALFYX vs VEXPX
ALFYX vs VEXPX Comparison
Open Charts ALFYX vs VEXPX
Lord Abbett Alpha Strategy I
Price$24.75
Change-$0.08 (-0.32%)
VolumeN/A
Net Assets544.56M
ALFYX vs VEXPX Comparison Chart
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ALFYX vs. VEXPX commentary
May 01, 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 ALFYX is a Hold and VEXPX is a Buy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 19.8B vs. ALFYX (545M). VEXPX pays higher dividends than ALFYX: VEXPX (0.44) vs ALFYX (0.38). ALFYX was incepted earlier than VEXPX: ALFYX (21 years) vs VEXPX (57 years). ALFYX (1.22) is less costly to investors than VEXPX (0.44). VEXPX is a more actively managed with annual turnover of: 35.00 vs. ALFYX (1.00). VEXPX has a lower initial minimum investment than ALFYX: VEXPX (3000) vs ALFYX (1000000). ALFYX annual gain was more profitable for investors over the last year : 2.20 vs. VEXPX (-7.61). ALFYX return over 5 years is better than : 40.29 vs. VEXPX (19.64).
| ALFYX | VEXPX | ALFYX / VEXPX | |
| Total Expense Ratio | 1.22 | 0.44 | 277% |
| Annual Report Gross Expense Ratio | 1.22 | 0.44 | 277% |
| Fund Existence | 21 years | 57 years | - |
| Gain YTD | -8.241 | -10.492 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 545M | 19.8B | 3% |
| Annual Yield % from dividends | 0.38 | 0.44 | 87% |
| Returns for 1 year | 2.20 | -7.61 | -29% |
| Returns for 3 years | 4.32 | -1.68 | -258% |
| Returns for 5 years | 40.29 | 19.64 | 205% |
| Returns for 10 years | -17.47 | 5.57 | -314% |
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