Interact to see
Advertisement
Advertisement
LVOOX vs VIMSX
LVOOX vs VIMSX Comparison
Open Charts LVOOX vs VIMSX
Lord Abbett Value Opportunities F3
Price$20.57
Change+$0.19 (+0.93%)
VolumeN/A
Net Assets1.12B
Vanguard Mid Cap Index Investor
Price$79.84
Change+$0.88 (+1.11%)
VolumeN/A
Net Assets199.16B
LVOOX vs VIMSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LVOOX vs. VIMSX commentary
Sep 29, 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 Buy and VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 199B vs. LVOOX (1.12B). VIMSX pays higher dividends than LVOOX: VIMSX (1.35) vs LVOOX (0.20). LVOOX was incepted earlier than VIMSX: LVOOX (8 years) vs VIMSX (27 years). LVOOX (0.84) is less costly to investors than VIMSX (0.17). LVOOX is a more actively managed with annual turnover of: 33.00 vs. VIMSX (16.00). LVOOX has a lower initial minimum investment than VIMSX: LVOOX (0) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 11.57 vs. LVOOX (-5.77). VIMSX return over 5 years is better than : 70.75 vs. LVOOX (21.09).
| LVOOX | VIMSX | LVOOX / VIMSX | |
| Total Expense Ratio | 0.84 | 0.17 | 494% |
| Annual Report Gross Expense Ratio | 0.84 | 0.17 | 494% |
| Fund Existence | 8 years | 27 years | - |
| Gain YTD | 0.439 | 10.845 | 4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.12B | 199B | 1% |
| Annual Yield % from dividends | 0.20 | 1.35 | 15% |
| Returns for 1 year | -5.77 | 11.57 | -50% |
| Returns for 3 years | 24.91 | 55.74 | 45% |
| Returns for 5 years | 21.09 | 70.75 | 30% |
| Returns for 10 years | N/A | 160.66 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement