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LAVTX vs VVIAX
LAVTX vs VVIAX Comparison
Open Charts LAVTX vs VVIAX
Lord Abbett Fundamental Equity R5
Price$15.07
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets1.87B
Vanguard Value Index Adm
Price$65.57
Change-$0.07 (-0.11%)
VolumeN/A
Net Assets183.65B
LAVTX vs VVIAX Comparison Chart
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LAVTX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. LAVTX (1.87B). VVIAX pays higher dividends than LAVTX: VVIAX (2.34) vs LAVTX (1.09). 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 : 4.59 vs. LAVTX (1.83). VVIAX return over 5 years is better than : 72.66 vs. LAVTX (58.77).
| 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 | -0.855 | -0.684 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.87B | 184B | 1% |
| Annual Yield % from dividends | 1.09 | 2.34 | 47% |
| Returns for 1 year | 1.83 | 4.59 | 40% |
| Returns for 3 years | 23.95 | 21.41 | 112% |
| Returns for 5 years | 58.77 | 72.66 | 81% |
| Returns for 10 years | N/A | 97.34 | - |