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LVOAX vs VEXMX
LVOAX vs VEXMX Comparison
Open Charts LVOAX vs VEXMX
Lord Abbett Value Opportunities A
Price$15.86
Change-$0.80 (-4.80%)
VolumeN/A
Net Assets1.11B
Vanguard Extended Market Index Investor
Price$118.00
Change-$6.51 (-5.23%)
VolumeN/A
Net Assets110.09B
LVOAX vs VEXMX Comparison Chart
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LVOAX vs. VEXMX commentary
Apr 05, 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: 110B vs. LVOAX (1.11B). VEXMX pays higher dividends than LVOAX: VEXMX (1.15) vs LVOAX (0.00). LVOAX was incepted earlier than VEXMX: LVOAX (19 years) vs VEXMX (37 years). LVOAX (1.18) is less costly to investors than VEXMX (0.19). LVOAX is a more actively managed with annual turnover of: 33.00 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 : 2.75 vs. LVOAX (-7.08). VEXMX return over 5 years is better than : 114.27 vs. LVOAX (45.70).
| LVOAX | VEXMX | LVOAX / VEXMX | |
| Total Expense Ratio | 1.18 | 0.19 | 621% |
| Annual Report Gross Expense Ratio | 1.18 | 0.19 | 621% |
| Fund Existence | 19 years | 37 years | - |
| Gain YTD | -5.608 | -7.094 | 79% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 3000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 110B | 1% |
| Annual Yield % from dividends | 0.00 | 1.15 | - |
| Returns for 1 year | -7.08 | 2.75 | -258% |
| Returns for 3 years | -8.40 | 5.50 | -153% |
| Returns for 5 years | 45.70 | 114.27 | 40% |
| Returns for 10 years | -12.60 | 96.08 | -13% |