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LAVTX vs VVIAX
LAVTX vs VVIAX Comparison
Open Charts LAVTX vs VVIAX
Lord Abbett Fundamental Equity R5
Price$15.88
Change+$0.09 (+0.57%)
VolumeN/A
Net Assets1.99B
Vanguard Value Index Adm
Price$68.15
Change+$0.43 (+0.63%)
VolumeN/A
Net Assets183.52B
LAVTX vs VVIAX Comparison Chart
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LAVTX vs. VVIAX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. LAVTX (1.99B). 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). LAVTX annual gain was more profitable for investors over the last year : 19.98 vs. VVIAX (18.18). VVIAX return over 5 years is better than : 44.18 vs. LAVTX (34.64).
| 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 | 4.474 | 3.195 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.99B | 184B | 1% |
| Annual Yield % from dividends | 0.94 | 2.36 | 40% |
| Returns for 1 year | 19.98 | 18.18 | 110% |
| Returns for 3 years | 17.64 | 18.46 | 96% |
| Returns for 5 years | 34.64 | 44.18 | 78% |
| Returns for 10 years | N/A | 111.13 | - |