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ALFYX vs VEXRX
ALFYX vs VEXRX Comparison
Open Charts ALFYX vs VEXRX
Lord Abbett Alpha Strategy I
Price$25.12
Change+$0.42 (+1.70%)
VolumeN/A
Net Assets546.15M
ALFYX vs VEXRX Comparison Chart
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ALFYX 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 ALFYX is a Hold and VEXRX is a Buy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 21.4B vs. ALFYX (546M). VEXRX pays higher dividends than ALFYX: VEXRX (0.56) vs ALFYX (0.38). ALFYX was incepted earlier than VEXRX: ALFYX (20 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 : -2.19 vs. VEXRX (-9.28). ALFYX return over 5 years is better than : 67.05 vs. VEXRX (48.79).
| ALFYX | VEXRX | ALFYX / VEXRX | |
| Total Expense Ratio | 1.22 | 0.34 | 359% |
| Annual Report Gross Expense Ratio | 1.22 | 0.34 | 359% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | -8.721 | -8.573 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 50000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 546M | 21.4B | 3% |
| Annual Yield % from dividends | 0.38 | 0.56 | 67% |
| Returns for 1 year | -2.19 | -9.28 | 24% |
| Returns for 3 years | -6.35 | -9.60 | 66% |
| Returns for 5 years | 67.05 | 48.79 | 137% |
| Returns for 10 years | -18.19 | 7.01 | -260% |
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