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LAVTX vs VVIAX
LAVTX vs VVIAX Comparison
Open Charts LAVTX vs VVIAX
Lord Abbett Fundamental Equity R5
Price$16.10
Change-$0.09 (-0.56%)
VolumeN/A
Net Assets2B
Vanguard Value Index Adm
Price$69.56
Change-$0.43 (-0.61%)
VolumeN/A
Net Assets195.18B
LAVTX vs VVIAX Comparison Chart in %
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LAVTX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. LAVTX (2B). VVIAX pays higher dividends than LAVTX: VVIAX (2.18) vs LAVTX (1.02). LAVTX was incepted earlier than VVIAX: LAVTX (10 years) vs VVIAX (25 years). LAVTX (0.70) is less costly to investors than VVIAX (0.05). LAVTX is a more actively managed with annual turnover of: 39.00 vs. VVIAX (9.00). LAVTX has a lower initial minimum investment than VVIAX: LAVTX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 9.93 vs. LAVTX (7.81). VVIAX return over 5 years is better than : 79.53 vs. LAVTX (62.14).
| LAVTX | VVIAX | LAVTX / VVIAX | |
| Total Expense Ratio | 0.70 | 0.05 | 1,400% |
| Annual Report Gross Expense Ratio | 0.70 | 0.05 | 1,400% |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | 6.513 | 6.032 | 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 | 2.18 | 47% |
| Returns for 1 year | 7.81 | 9.93 | 79% |
| Returns for 3 years | 40.64 | 36.58 | 111% |
| Returns for 5 years | 62.14 | 79.53 | 78% |
| Returns for 10 years | 27.15 | 111.51 | 24% |
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