Ad is loading...
LAVTX vs VVIAX
LAVTX vs VVIAX Comparison
Open Charts LAVTX vs VVIAX
Lord Abbett Fundamental Equity R5
Price$14.35
Change+$0.24 (+1.70%)
VolumeN/A
Net Assets1.74B
Vanguard Value Index Adm
Price$63.18
Change+$0.94 (+1.51%)
VolumeN/A
Net Assets190.51B
LAVTX vs VVIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LAVTX vs. VVIAX commentary
Apr 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: 191B vs. LAVTX (1.74B). VVIAX pays higher dividends than LAVTX: VVIAX (2.26) vs LAVTX (1.06). LAVTX was incepted earlier than VVIAX: LAVTX (10 years) vs VVIAX (24 years). LAVTX (0.69) is less costly to investors than VVIAX (0.05). LAVTX is a more actively managed with annual turnover of: 39.00 vs. VVIAX (10.00). 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 : 0.71 vs. LAVTX (-3.63). VVIAX return over 5 years is better than : 64.28 vs. LAVTX (50.81).
| LAVTX | VVIAX | LAVTX / VVIAX | |
| Total Expense Ratio | 0.69 | 0.05 | 1,380% |
| Annual Report Gross Expense Ratio | 0.69 | 0.05 | 1,380% |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | -7.171 | -5.728 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.74B | 191B | 1% |
| Annual Yield % from dividends | 1.06 | 2.26 | 47% |
| Returns for 1 year | -3.63 | 0.71 | -513% |
| Returns for 3 years | 7.49 | 8.12 | 92% |
| Returns for 5 years | 50.81 | 64.28 | 79% |
| Returns for 10 years | N/A | 88.62 | - |