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LVOOX vs VIMSX
LVOOX vs VIMSX Comparison
Open Charts LVOOX vs VIMSX
Lord Abbett Value Opportunities F3
Price$20.12
Change-$0.19 (-0.94%)
VolumeN/A
Net Assets1.12B
Vanguard Mid Cap Index Investor
Price$78.00
Change-$0.19 (-0.24%)
VolumeN/A
Net Assets196.76B
LVOOX vs VIMSX Comparison Chart in %
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LVOOX vs. VIMSX commentary
Aug 17, 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: 197B vs. LVOOX (1.12B). VIMSX pays higher dividends than LVOOX: VIMSX (1.37) 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 : 14.31 vs. LVOOX (-4.74). VIMSX return over 5 years is better than : 62.16 vs. LVOOX (11.41).
| 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 | -1.758 | 8.291 | -21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.12B | 197B | 1% |
| Annual Yield % from dividends | 0.20 | 1.37 | 15% |
| Returns for 1 year | -4.74 | 14.31 | -33% |
| Returns for 3 years | 1.62 | 26.39 | 6% |
| Returns for 5 years | 11.41 | 62.16 | 18% |
| Returns for 10 years | N/A | 125.09 | - |
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