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LVOFX vs VEXMX
LVOFX vs VEXMX Comparison
Open Charts LVOFX vs VEXMX
Lord Abbett Value Opportunities F
Price$19.05
Change+$0.17 (+0.90%)
VolumeN/A
Net Assets1.13B
Vanguard Extended Market Index Investor
Price$146.88
Change+$0.49 (+0.33%)
VolumeN/A
Net Assets107.69B
LVOFX vs VEXMX Comparison Chart in %
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LVOFX vs. VEXMX commentary
Jul 03, 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 LVOFX is a Buy and VEXMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 108B vs. LVOFX (1.13B). VEXMX pays higher dividends than LVOFX: VEXMX (1.01) vs LVOFX (0.11). LVOFX was incepted earlier than VEXMX: LVOFX (18 years) vs VEXMX (38 years). LVOFX (1.04) is less costly to investors than VEXMX (0.19). LVOFX is a more actively managed with annual turnover of: 33.00 vs. VEXMX (11.00). LVOFX has a lower initial minimum investment than VEXMX: LVOFX (0) vs VEXMX (3000). VEXMX annual gain was more profitable for investors over the last year : 15.23 vs. LVOFX (-1.62). VEXMX return over 5 years is better than : 64.23 vs. LVOFX (16.00).
| LVOFX | VEXMX | LVOFX / VEXMX | |
| Total Expense Ratio | 1.04 | 0.19 | 547% |
| Annual Report Gross Expense Ratio | 1.04 | 0.19 | 547% |
| Fund Existence | 18 years | 38 years | - |
| Gain YTD | -3.723 | 1.652 | -225% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 108B | 1% |
| Annual Yield % from dividends | 0.11 | 1.01 | 11% |
| Returns for 1 year | -1.62 | 15.23 | -11% |
| Returns for 3 years | 10.78 | 46.06 | 23% |
| Returns for 5 years | 16.00 | 64.23 | 25% |
| Returns for 10 years | -7.76 | 117.12 | -7% |
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