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LAVTX vs VVIAX
LAVTX vs VVIAX Comparison
Open Charts LAVTX vs VVIAX
Lord Abbett Fundamental Equity R5
Price$15.80
Change-$0.27 (-1.68%)
VolumeN/A
Net Assets1.96B
Vanguard Value Index Adm
Price$68.79
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
LAVTX vs VVIAX Comparison Chart
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LAVTX vs. VVIAX commentary
Feb 23, 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 Hold and VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 193B vs. LAVTX (1.96B). VVIAX pays higher dividends than LAVTX: VVIAX (2.36) vs LAVTX (0.94). LAVTX was incepted earlier than VVIAX: LAVTX (10 years) vs VVIAX (24 years). LAVTX is a more actively managed with annual turnover of: 26.00 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 : 13.46 vs. LAVTX (12.80). VVIAX return over 5 years is better than : 47.22 vs. LAVTX (35.74).
| LAVTX | VVIAX | LAVTX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | 3.947 | 4.164 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.96B | 193B | 1% |
| Annual Yield % from dividends | 0.94 | 2.36 | 40% |
| Returns for 1 year | 12.80 | 13.46 | 95% |
| Returns for 3 years | 21.72 | 23.94 | 91% |
| Returns for 5 years | 35.74 | 47.22 | 76% |
| Returns for 10 years | N/A | 105.55 | - |
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