Ad is loading...
LAVTX vs VIVIX
LAVTX vs VIVIX Comparison
Open Charts LAVTX vs VIVIX
Lord Abbett Fundamental Equity R5
Price$15.07
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets1.87B
Vanguard Value Index I
Price$65.57
Change-$0.07 (-0.11%)
VolumeN/A
Net Assets183.65B
LAVTX vs VIVIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LAVTX vs. VIVIX commentary
May 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. LAVTX (1.87B). VIVIX pays higher dividends than LAVTX: VIVIX (2.35) vs LAVTX (1.09). LAVTX was incepted earlier than VIVIX: LAVTX (10 years) vs VIVIX (27 years). LAVTX (0.70) is less costly to investors than VIVIX (0.04). LAVTX is a more actively managed with annual turnover of: 39.00 vs. VIVIX (9.00). LAVTX has a lower initial minimum investment than VIVIX: LAVTX (0) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 4.59 vs. LAVTX (1.83). VIVIX return over 5 years is better than : 72.66 vs. LAVTX (58.77).
| LAVTX | VIVIX | LAVTX / VIVIX | |
| Total Expense Ratio | 0.70 | 0.04 | 1,750% |
| Annual Report Gross Expense Ratio | 0.70 | 0.04 | 1,750% |
| Fund Existence | 10 years | 27 years | - |
| Gain YTD | -0.855 | -0.669 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.87B | 184B | 1% |
| Annual Yield % from dividends | 1.09 | 2.35 | 46% |
| Returns for 1 year | 1.83 | 4.59 | 40% |
| Returns for 3 years | 23.95 | 21.42 | 112% |
| Returns for 5 years | 58.77 | 72.66 | 81% |
| Returns for 10 years | N/A | 97.34 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...