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LDFVX vs VIVIX
LDFVX vs VIVIX Comparison
Open Charts LDFVX vs VIVIX
Lord Abbett Fundamental Equity A
Price$14.93
Change+$0.29 (+1.98%)
VolumeN/A
Net Assets1.87B
Vanguard Value Index I
Price$65.79
Change+$1.00 (+1.54%)
VolumeN/A
Net Assets190.51B
LDFVX vs VIVIX Comparison Chart
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LDFVX vs. VIVIX commentary
May 04, 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 191B vs. LDFVX (1.87B). VIVIX pays higher dividends than LDFVX: VIVIX (2.35) vs LDFVX (0.85). LDFVX was incepted earlier than VIVIX: LDFVX (29 years) vs VIVIX (27 years). LDFVX (0.95) is less costly to investors than VIVIX (0.04). LDFVX is a more actively managed with annual turnover of: 39.00 vs. VIVIX (9.00). LDFVX has a lower initial minimum investment than VIVIX: LDFVX (1500) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 6.03 vs. LDFVX (2.40). VIVIX return over 5 years is better than : 73.76 vs. LDFVX (59.17).
| LDFVX | VIVIX | LDFVX / VIVIX | |
| Total Expense Ratio | 0.95 | 0.04 | 2,375% |
| Annual Report Gross Expense Ratio | 0.95 | 0.04 | 2,375% |
| Fund Existence | 29 years | 27 years | - |
| Gain YTD | -2.853 | -1.851 | 154% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.87B | 191B | 1% |
| Annual Yield % from dividends | 0.85 | 2.35 | 36% |
| Returns for 1 year | 2.40 | 6.03 | 40% |
| Returns for 3 years | 16.75 | 17.24 | 97% |
| Returns for 5 years | 59.17 | 73.76 | 80% |
| Returns for 10 years | 16.01 | 95.81 | 17% |