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Compare trend and price LVORX vs VMCIX
LVORX vs VMCIX Comparison
Open Charts LVORX vs VMCIX
Lord Abbett Value Opportunities R3
Price$15.52
Change-$0.01 (-0.06%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Institutional
Price$59.09
Change-$0.14 (-0.24%)
VolumeN/A
CapitalizationN/A
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LVORX vs VMCIX Comparison Chart
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LVORX vs. VMCIX commentary
Nov 28, 2023
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 LVORX is a Buy and VMCIX is a Hold.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 133B vs. LVORX (1.16B). VMCIX pays higher dividends than LVORX: VMCIX (1.75) vs LVORX (0.42). LVORX was incepted earlier than VMCIX: LVORX (16 years) vs VMCIX (26 years). LVORX (1.41) is less costly to investors than VMCIX (0.04). LVORX is a more actively managed with annual turnover of: 40.00 vs. VMCIX (12.00). LVORX has a lower initial minimum investment than VMCIX: LVORX (0) vs VMCIX (5000000). LVORX annual gain was more profitable for investors over the last year : 1.64 vs. VMCIX (1.26). VMCIX return over 5 years is better than : 42.01 vs. LVORX (-9.82).
| LVORX | VMCIX | LVORX / VMCIX | |
| Total Expense Ratio | 1.41 | 0.04 | 3,525% |
| Annual Report Gross Expense Ratio | 1.41 | 0.04 | 3,525% |
| Fund Existence | 16 years | 26 years | - |
| Gain YTD | 6.156 | 6.143 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.16B | 133B | 1% |
| Annual Yield % from dividends | 0.42 | 1.75 | 24% |
| Returns for 1 year | 1.64 | 1.26 | 130% |
| Returns for 3 years | -12.01 | 8.40 | -143% |
| Returns for 5 years | -9.82 | 42.01 | -23% |
| Returns for 10 years | -20.77 | 108.51 | -19% |
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