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LVOAX vs VEXMX
LVOAX vs VEXMX Comparison
Open Charts LVOAX vs VEXMX
Lord Abbett Value Opportunities A
Price$19.44
Change+$0.04 (+0.21%)
VolumeN/A
Net Assets1.34B
Vanguard Extended Market Index Investor
Price$149.94
Change+$1.00 (+0.67%)
VolumeN/A
Net Assets111.13B
LVOAX vs VEXMX Comparison Chart
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LVOAX vs. VEXMX commentary
Jan 19, 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 LVOAX is a Hold and VEXMX is a Hold.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 111B vs. LVOAX (1.34B). VEXMX pays higher dividends than LVOAX: VEXMX (1.09) vs LVOAX (0.11). LVOAX was incepted earlier than VEXMX: LVOAX (19 years) vs VEXMX (37 years). LVOAX is a more actively managed with annual turnover of: 19.00 vs. VEXMX (11.00). LVOAX has a lower initial minimum investment than VEXMX: LVOAX (1500) vs VEXMX (3000). VEXMX annual gain was more profitable for investors over the last year : 24.91 vs. LVOAX (12.96). VEXMX return over 5 years is better than : 54.44 vs. LVOAX (7.78).
| LVOAX | VEXMX | LVOAX / VEXMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 37 years | - |
| Gain YTD | 2.857 | 3.981 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 3000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 111B | 1% |
| Annual Yield % from dividends | 0.11 | 1.09 | 10% |
| Returns for 1 year | 12.96 | 24.91 | 52% |
| Returns for 3 years | -4.35 | 18.20 | -24% |
| Returns for 5 years | 7.78 | 54.44 | 14% |
| Returns for 10 years | 2.85 | 137.82 | 2% |