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LVOFX vs VEXMX
LVOFX vs VEXMX Comparison
Open Charts LVOFX vs VEXMX
Lord Abbett Value Opportunities F
Price$19.65
Change-$0.71 (-3.49%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index Investor
Price$144.97
Change-$6.68 (-4.40%)
VolumeN/A
CapitalizationN/A
LVOFX vs VEXMX Comparison Chart
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LVOFX vs. VEXMX commentary
Dec 19, 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 LVOFX is a Hold and VEXMX is a Hold.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 120B vs. LVOFX (1.37B). VEXMX pays higher dividends than LVOFX: VEXMX (1.09) vs LVOFX (0.20). LVOFX was incepted earlier than VEXMX: LVOFX (17 years) vs VEXMX (37 years). LVOFX is a more actively managed with annual turnover of: 19.00 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 : 23.62 vs. LVOFX (12.91). VEXMX return over 5 years is better than : 60.79 vs. LVOFX (14.00).
| LVOFX | VEXMX | LVOFX / VEXMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 37 years | - |
| Gain YTD | 11.365 | 21.765 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.37B | 120B | 1% |
| Annual Yield % from dividends | 0.20 | 1.09 | 18% |
| Returns for 1 year | 12.91 | 23.62 | 55% |
| Returns for 3 years | -3.19 | 12.75 | -25% |
| Returns for 5 years | 14.00 | 60.79 | 23% |
| Returns for 10 years | 4.52 | 136.24 | 3% |
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