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LVOOX vs VMCPX
LVOOX vs VMCPX Comparison
Open Charts LVOOX vs VMCPX
Lord Abbett Value Opportunities F3
Price$20.12
Change-$0.19 (-0.94%)
VolumeN/A
Net Assets1.12B
Vanguard Mid Cap Index InstitutionalPlus
Price$385.48
Change-$0.94 (-0.24%)
VolumeN/A
Net Assets196.76B
LVOOX vs VMCPX Comparison Chart in %
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LVOOX vs. VMCPX 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 VMCPX is a Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 197B vs. LVOOX (1.12B). VMCPX pays higher dividends than LVOOX: VMCPX (1.51) vs LVOOX (0.20). LVOOX was incepted earlier than VMCPX: LVOOX (8 years) vs VMCPX (15 years). LVOOX (0.84) is less costly to investors than VMCPX (0.03). LVOOX is a more actively managed with annual turnover of: 33.00 vs. VMCPX (16.00). LVOOX has a lower initial minimum investment than VMCPX: LVOOX (0) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 14.33 vs. LVOOX (-4.74). VMCPX return over 5 years is better than : 62.30 vs. LVOOX (11.41).
| LVOOX | VMCPX | LVOOX / VMCPX | |
| Total Expense Ratio | 0.84 | 0.03 | 2,800% |
| Annual Report Gross Expense Ratio | 0.84 | 0.03 | 2,800% |
| Fund Existence | 8 years | 15 years | - |
| Gain YTD | -1.758 | 8.316 | -21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.12B | 197B | 1% |
| Annual Yield % from dividends | 0.20 | 1.51 | 13% |
| Returns for 1 year | -4.74 | 14.33 | -33% |
| Returns for 3 years | 1.62 | 26.46 | 6% |
| Returns for 5 years | 11.41 | 62.30 | 18% |
| Returns for 10 years | N/A | 125.31 | - |
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