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ALFYX vs VEXRX
ALFYX vs VEXRX Comparison
Open Charts ALFYX vs VEXRX
Lord Abbett Alpha Strategy I
Price$24.49
Change+$0.56 (+2.34%)
VolumeN/A
Net Assets525.69M
ALFYX vs VEXRX Comparison Chart
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ALFYX vs. VEXRX commentary
Apr 25, 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 VEXRX is a Buy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 19.8B vs. ALFYX (526M). VEXRX pays higher dividends than ALFYX: VEXRX (0.56) vs ALFYX (0.38). ALFYX was incepted earlier than VEXRX: ALFYX (21 years) vs VEXRX (23 years). ALFYX (1.22) is less costly to investors than VEXRX (0.34). VEXRX is a more actively managed with annual turnover of: 35.00 vs. ALFYX (1.00). VEXRX has a lower initial minimum investment than ALFYX: VEXRX (50000) vs ALFYX (1000000). ALFYX annual gain was more profitable for investors over the last year : -3.77 vs. VEXRX (-12.82). ALFYX return over 5 years is better than : 36.63 vs. VEXRX (15.80).
| ALFYX | VEXRX | ALFYX / VEXRX | |
| Total Expense Ratio | 1.22 | 0.34 | 359% |
| Annual Report Gross Expense Ratio | 1.22 | 0.34 | 359% |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | -12.786 | -14.722 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 50000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 526M | 19.8B | 3% |
| Annual Yield % from dividends | 0.38 | 0.56 | 67% |
| Returns for 1 year | -3.77 | -12.82 | 29% |
| Returns for 3 years | -4.16 | -9.40 | 44% |
| Returns for 5 years | 36.63 | 15.80 | 232% |
| Returns for 10 years | -23.43 | -1.76 | 1,328% |
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