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LVOAX vs VIMSX
LVOAX vs VIMSX Comparison
Open Charts LVOAX vs VIMSX
Lord Abbett Value Opportunities A
Price$20.17
Change-$0.16 (-0.79%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Investor
Price$71.38
Change-$0.13 (-0.18%)
VolumeN/A
CapitalizationN/A
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LVOAX vs VIMSX Comparison Chart
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LVOAX vs. VIMSX commentary
Sep 22, 2024
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 StrongBuy and VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 172B vs. LVOAX (1.3B). VIMSX pays higher dividends than LVOAX: VIMSX (1.38) vs LVOAX (0.11). LVOAX was incepted earlier than VIMSX: LVOAX (19 years) vs VIMSX (26 years). LVOAX is a more actively managed with annual turnover of: 19.00 vs. VIMSX (13.00). LVOAX has a lower initial minimum investment than VIMSX: LVOAX (1500) vs VIMSX (3000). VIMSX (25.11) and LVOAX (24.28) have marching annual gain over last year. VIMSX return over 5 years is better than : 56.75 vs. LVOAX (9.32).
| LVOAX | VIMSX | LVOAX / VIMSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 26 years | - |
| Gain YTD | 14.019 | 12.557 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 3000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 172B | 1% |
| Annual Yield % from dividends | 0.11 | 1.38 | 8% |
| Returns for 1 year | 24.28 | 25.11 | 97% |
| Returns for 3 years | -9.44 | 9.82 | -96% |
| Returns for 5 years | 9.32 | 56.75 | 16% |
| Returns for 10 years | -3.90 | 128.21 | -3% |