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LAFRX vs VVIAX
LAFRX vs VVIAX Comparison
Open Charts LAFRX vs VVIAX
Lord Abbett Affiliated R3
Price$18.66
Change+$0.03 (+0.16%)
VolumeN/A
Net Assets5.87B
Vanguard Value Index Adm
Price$65.64
Change+$0.25 (+0.38%)
VolumeN/A
Net Assets183.65B
LAFRX vs VVIAX Comparison Chart
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LAFRX vs. VVIAX commentary
May 09, 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 LAFRX is a Buy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. LAFRX (5.87B). VVIAX pays higher dividends than LAFRX: VVIAX (2.34) vs LAFRX (1.39). LAFRX was incepted earlier than VVIAX: LAFRX (18 years) vs VVIAX (25 years). LAFRX (0.94) is less costly to investors than VVIAX (0.05). LAFRX is a more actively managed with annual turnover of: 44.00 vs. VVIAX (9.00). LAFRX has a lower initial minimum investment than VVIAX: LAFRX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 5.12 vs. LAFRX (4.52). VVIAX return over 5 years is better than : 72.19 vs. LAFRX (56.08).
| LAFRX | VVIAX | LAFRX / VVIAX | |
| Total Expense Ratio | 0.94 | 0.05 | 1,880% |
| Annual Report Gross Expense Ratio | 0.94 | 0.05 | 1,880% |
| Fund Existence | 18 years | 25 years | - |
| Gain YTD | 0.252 | -0.957 | -26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.87B | 184B | 3% |
| Annual Yield % from dividends | 1.39 | 2.34 | 60% |
| Returns for 1 year | 4.52 | 5.12 | 88% |
| Returns for 3 years | 18.63 | 20.66 | 90% |
| Returns for 5 years | 56.08 | 72.19 | 78% |
| Returns for 10 years | 26.04 | 96.21 | 27% |
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