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LVOOX vs VEXAX
LVOOX vs VEXAX Comparison
Open Charts LVOOX vs VEXAX
Lord Abbett Value Opportunities F3
Price$21.08
Change+$0.05 (+0.24%)
VolumeN/A
Net Assets1.34B
Vanguard Extended Market Index Admiral
Price$149.83
Change+$1.00 (+0.67%)
VolumeN/A
Net Assets111.13B
LVOOX vs VEXAX Comparison Chart
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LVOOX vs. VEXAX commentary
Jan 19, 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 LVOOX is a Hold and VEXAX is a Hold.
FUNDAMENTALS
Fundamentals
VEXAX has more cash in the bank: 111B vs. LVOOX (1.34B). VEXAX pays higher dividends than LVOOX: VEXAX (1.20) vs LVOOX (0.31). LVOOX was incepted earlier than VEXAX: LVOOX (8 years) vs VEXAX (24 years). LVOOX is a more actively managed with annual turnover of: 19.00 vs. VEXAX (11.00). LVOOX has a lower initial minimum investment than VEXAX: LVOOX (0) vs VEXAX (3000). VEXAX annual gain was more profitable for investors over the last year : 24.94 vs. LVOOX (13.91). VEXAX return over 5 years is better than : 54.66 vs. LVOOX (11.58).
| LVOOX | VEXAX | LVOOX / VEXAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | 2.930 | 3.991 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 111B | 1% |
| Annual Yield % from dividends | 0.31 | 1.20 | 26% |
| Returns for 1 year | 13.91 | 24.94 | 56% |
| Returns for 3 years | -2.45 | 18.28 | -13% |
| Returns for 5 years | 11.58 | 54.66 | 21% |
| Returns for 10 years | N/A | 138.59 | - |