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LAVTX vs VIVAX
LAVTX vs VIVAX Comparison
Open Charts LAVTX vs VIVAX
Lord Abbett Fundamental Equity R5
Price$16.10
Change-$0.09 (-0.56%)
VolumeN/A
Net Assets2B
Vanguard Value Index I
Price$69.58
Change-$0.43 (-0.61%)
VolumeN/A
Net Assets195.18B
LAVTX vs VIVAX Comparison Chart in %
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LAVTX vs. VIVAX commentary
Jul 12, 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 LAVTX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. LAVTX (2B). VIVAX pays higher dividends than LAVTX: VIVAX (2.06) vs LAVTX (1.02). LAVTX was incepted earlier than VIVAX: LAVTX (10 years) vs VIVAX (33 years). LAVTX (0.70) is less costly to investors than VIVAX (0.17). LAVTX is a more actively managed with annual turnover of: 39.00 vs. VIVAX (9.00). LAVTX has a lower initial minimum investment than VIVAX: LAVTX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 9.92 vs. LAVTX (7.81). VIVAX return over 5 years is better than : 79.51 vs. LAVTX (62.14).
| LAVTX | VIVAX | LAVTX / VIVAX | |
| Total Expense Ratio | 0.70 | 0.17 | 412% |
| Annual Report Gross Expense Ratio | 0.70 | 0.17 | 412% |
| Fund Existence | 10 years | 33 years | - |
| Gain YTD | 6.513 | 6.027 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2B | 195B | 1% |
| Annual Yield % from dividends | 1.02 | 2.06 | 49% |
| Returns for 1 year | 7.81 | 9.92 | 79% |
| Returns for 3 years | 40.64 | 36.58 | 111% |
| Returns for 5 years | 62.14 | 79.51 | 78% |
| Returns for 10 years | 27.15 | 111.54 | 24% |
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