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LVOOX vs VEXMX
LVOOX vs VEXMX Comparison
Open Charts LVOOX vs VEXMX
Lord Abbett Value Opportunities F3
Price$21.08
Change+$0.05 (+0.24%)
VolumeN/A
Net Assets1.34B
Vanguard Extended Market Index Investor
Price$149.94
Change+$1.00 (+0.67%)
VolumeN/A
Net Assets111.13B
LVOOX vs VEXMX Comparison Chart
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LVOOX vs. VEXMX 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 VEXMX is a Hold.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 111B vs. LVOOX (1.34B). VEXMX pays higher dividends than LVOOX: VEXMX (1.09) vs LVOOX (0.31). LVOOX was incepted earlier than VEXMX: LVOOX (8 years) vs VEXMX (37 years). LVOOX is a more actively managed with annual turnover of: 19.00 vs. VEXMX (11.00). LVOOX has a lower initial minimum investment than VEXMX: LVOOX (0) vs VEXMX (3000). VEXMX annual gain was more profitable for investors over the last year : 24.91 vs. LVOOX (13.91). VEXMX return over 5 years is better than : 54.44 vs. LVOOX (11.58).
| LVOOX | VEXMX | LVOOX / VEXMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 37 years | - |
| Gain YTD | 2.930 | 3.981 | 74% |
| 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 | 1.09 | 29% |
| Returns for 1 year | 13.91 | 24.91 | 56% |
| Returns for 3 years | -2.45 | 18.20 | -13% |
| Returns for 5 years | 11.58 | 54.44 | 21% |
| Returns for 10 years | N/A | 137.82 | - |
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