Ad is loading...
LVOFX vs VEXMX
LVOFX vs VEXMX Comparison
Open Charts LVOFX vs VEXMX
Lord Abbett Value Opportunities F
Price$18.55
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets1.12B
Vanguard Extended Market Index Investor
Price$140.85
Change+$1.26 (+0.90%)
VolumeN/A
Net Assets100.64B
LVOFX vs VEXMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LVOFX vs. VEXMX commentary
May 14, 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: 101B vs. LVOFX (1.12B). VEXMX pays higher dividends than LVOFX: VEXMX (1.16) vs LVOFX (0.12). LVOFX was incepted earlier than VEXMX: LVOFX (18 years) vs VEXMX (37 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 : 7.95 vs. LVOFX (-6.41). VEXMX return over 5 years is better than : 82.80 vs. LVOFX (27.74).
| 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 | 37 years | - |
| Gain YTD | -5.456 | -3.124 | 175% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.12B | 101B | 1% |
| Annual Yield % from dividends | 0.12 | 1.16 | 10% |
| Returns for 1 year | -6.41 | 7.95 | -81% |
| Returns for 3 years | 2.32 | 31.71 | 7% |
| Returns for 5 years | 27.74 | 82.80 | 33% |
| Returns for 10 years | -9.72 | 105.42 | -9% |
View a ticker or compare two or three
VS
VS
Ad is loading...