Ad is loading...
LDFVX vs VIVAX
LDFVX vs VIVAX Comparison
Open Charts LDFVX vs VIVAX
Lord Abbett Fundamental Equity A
Price$14.15
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets1.77B
Vanguard Value Index I
Price$63.13
Change+$0.16 (+0.25%)
VolumeN/A
Net Assets190.51B
LDFVX vs VIVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LDFVX vs. VIVAX commentary
Apr 18, 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 LDFVX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 191B vs. LDFVX (1.77B). VIVAX pays higher dividends than LDFVX: VIVAX (2.14) vs LDFVX (0.83). LDFVX was incepted earlier than VIVAX: LDFVX (29 years) vs VIVAX (32 years). LDFVX (0.94) is less costly to investors than VIVAX (0.17). LDFVX is a more actively managed with annual turnover of: 39.00 vs. VIVAX (10.00). LDFVX has a lower initial minimum investment than VIVAX: LDFVX (1500) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 4.48 vs. LDFVX (0.16). VIVAX return over 5 years is better than : 64.54 vs. LDFVX (51.97).
| LDFVX | VIVAX | LDFVX / VIVAX | |
| Total Expense Ratio | 0.94 | 0.17 | 553% |
| Annual Report Gross Expense Ratio | 0.94 | 0.17 | 553% |
| Fund Existence | 29 years | 32 years | - |
| Gain YTD | -5.972 | -4.652 | 128% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 3000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.77B | 191B | 1% |
| Annual Yield % from dividends | 0.83 | 2.14 | 39% |
| Returns for 1 year | 0.16 | 4.48 | 3% |
| Returns for 3 years | 7.84 | 9.28 | 85% |
| Returns for 5 years | 51.97 | 64.54 | 81% |
| Returns for 10 years | 11.38 | 90.29 | 13% |