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LDFVX vs VIVAX
LDFVX vs VIVAX Comparison
Open Charts LDFVX vs VIVAX
Lord Abbett Fundamental Equity A
Price$14.92
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets1.87B
Vanguard Value Index I
Price$65.59
Change-$0.07 (-0.11%)
VolumeN/A
Net Assets183.65B
LDFVX vs VIVAX Comparison Chart
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LDFVX vs. VIVAX commentary
May 11, 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: 184B vs. LDFVX (1.87B). VIVAX pays higher dividends than LDFVX: VIVAX (2.22) vs LDFVX (0.85). 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 : 4.58 vs. LDFVX (1.54). VIVAX return over 5 years is better than : 72.65 vs. LDFVX (57.22).
| 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 | -0.995 | -0.685 | 145% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 3000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.87B | 184B | 1% |
| Annual Yield % from dividends | 0.85 | 2.22 | 38% |
| Returns for 1 year | 1.54 | 4.58 | 34% |
| Returns for 3 years | 23.23 | 21.42 | 108% |
| Returns for 5 years | 57.22 | 72.65 | 79% |
| Returns for 10 years | 17.53 | 97.37 | 18% |
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