Interact to see
Advertisement
Advertisement
LDFVX vs VIVAX
LDFVX vs VIVAX Comparison
Open Charts LDFVX vs VIVAX
Lord Abbett Fundamental Equity A
Price$15.30
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets1.92B
Vanguard Value Index I
Price$66.86
Change-$0.13 (-0.19%)
VolumeN/A
Net Assets188.77B
LDFVX vs VIVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LDFVX vs. VIVAX commentary
Jun 07, 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: 189B vs. LDFVX (1.92B). VIVAX pays higher dividends than LDFVX: VIVAX (2.16) vs LDFVX (0.82). LDFVX was incepted earlier than VIVAX: LDFVX (29 years) vs VIVAX (33 years). LDFVX (0.95) is less costly to investors than VIVAX (0.17). LDFVX is a more actively managed with annual turnover of: 39.00 vs. VIVAX (9.00). 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 : 6.90 vs. LDFVX (5.04). VIVAX return over 5 years is better than : 59.01 vs. LDFVX (43.56).
| LDFVX | VIVAX | LDFVX / VIVAX | |
| Total Expense Ratio | 0.95 | 0.17 | 559% |
| Annual Report Gross Expense Ratio | 0.95 | 0.17 | 559% |
| Fund Existence | 29 years | 33 years | - |
| Gain YTD | 1.725 | 1.434 | 120% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 3000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.92B | 189B | 1% |
| Annual Yield % from dividends | 0.82 | 2.16 | 38% |
| Returns for 1 year | 5.04 | 6.90 | 73% |
| Returns for 3 years | 21.39 | 20.08 | 107% |
| Returns for 5 years | 43.56 | 59.01 | 74% |
| Returns for 10 years | 20.85 | 103.66 | 20% |