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LDFVX vs VIVAX
LDFVX vs VIVAX Comparison
Open Charts LDFVX vs VIVAX
Lord Abbett Fundamental Equity A
Price$16.57
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets2.05B
Vanguard Value Index I
Price$71.45
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets195.81B
LDFVX vs VIVAX Comparison Chart in %
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LDFVX vs. VIVAX commentary
Aug 29, 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: 196B vs. LDFVX (2.05B). VIVAX pays higher dividends than LDFVX: VIVAX (2.06) vs LDFVX (0.78). 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 : 7.44 vs. LDFVX (6.52). VIVAX return over 5 years is better than : 69.16 vs. LDFVX (52.21).
| 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 | 9.821 | 8.193 | 120% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 3000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.05B | 196B | 1% |
| Annual Yield % from dividends | 0.78 | 2.06 | 38% |
| Returns for 1 year | 6.52 | 7.44 | 88% |
| Returns for 3 years | 35.49 | 33.52 | 106% |
| Returns for 5 years | 52.21 | 69.16 | 75% |
| Returns for 10 years | 39.71 | 131.56 | 30% |
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