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Analysis and predictions LVORX vs VMCPX
LVORX vs VMCPX Comparison
Open Charts LVORX vs VMCPX
Lord Abbett Value Opportunities R3
Price$15.52
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index InstitutionalPlus
Price$291.42
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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LVORX vs VMCPX Comparison Chart
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LVORX vs. VMCPX commentary
Nov 29, 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 VMCPX is a Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 133B vs. LVORX (1.16B). VMCPX pays higher dividends than LVORX: VMCPX (1.76) vs LVORX (0.42). LVORX was incepted earlier than VMCPX: LVORX (16 years) vs VMCPX (13 years). LVORX (1.41) is less costly to investors than VMCPX (0.03). LVORX is a more actively managed with annual turnover of: 40.00 vs. VMCPX (12.00). LVORX has a lower initial minimum investment than VMCPX: LVORX (0) vs VMCPX (100000000). LVORX annual gain was more profitable for investors over the last year : 3.60 vs. VMCPX (3.06). VMCPX return over 5 years is better than : 42.48 vs. LVORX (-9.87).
| LVORX | VMCPX | LVORX / VMCPX | |
| Total Expense Ratio | 1.41 | 0.03 | 4,700% |
| Annual Report Gross Expense Ratio | 1.41 | 0.03 | 4,700% |
| Fund Existence | 16 years | 13 years | - |
| Gain YTD | 6.156 | 6.139 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.16B | 133B | 1% |
| Annual Yield % from dividends | 0.42 | 1.76 | 24% |
| Returns for 1 year | 3.60 | 3.06 | 118% |
| Returns for 3 years | -12.01 | 8.41 | -143% |
| Returns for 5 years | -9.87 | 42.48 | -23% |
| Returns for 10 years | -20.77 | 108.64 | -19% |