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LVOSX vs VEXAX
LVOSX vs VEXAX Comparison
Open Charts LVOSX vs VEXAX
Lord Abbett Value Opportunities R4
Price$15.99
Change-$0.62 (-3.73%)
VolumeN/A
Net Assets1.11B
Vanguard Extended Market Index Admiral
Price$120.10
Change-$5.60 (-4.46%)
VolumeN/A
Net Assets101.44B
LVOSX vs VEXAX Comparison Chart
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LVOSX vs. VEXAX commentary
Apr 11, 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 LVOSX is a Hold and VEXAX is a Buy.
FUNDAMENTALS
Fundamentals
VEXAX has more cash in the bank: 101B vs. LVOSX (1.11B). VEXAX pays higher dividends than LVOSX: VEXAX (1.29) vs LVOSX (0.00). LVOSX was incepted earlier than VEXAX: LVOSX (10 years) vs VEXAX (24 years). LVOSX (1.18) is less costly to investors than VEXAX (0.05). LVOSX is a more actively managed with annual turnover of: 33.00 vs. VEXAX (11.00). LVOSX has a lower initial minimum investment than VEXAX: LVOSX (0) vs VEXAX (3000). VEXAX annual gain was more profitable for investors over the last year : -2.00 vs. LVOSX (-11.88). VEXAX return over 5 years is better than : 70.91 vs. LVOSX (16.15).
| LVOSX | VEXAX | LVOSX / VEXAX | |
| Total Expense Ratio | 1.18 | 0.05 | 2,360% |
| Annual Report Gross Expense Ratio | 1.18 | 0.05 | 2,360% |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | -11.930 | -12.683 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 101B | 1% |
| Annual Yield % from dividends | 0.00 | 1.29 | - |
| Returns for 1 year | -11.88 | -2.00 | 594% |
| Returns for 3 years | -11.29 | 5.30 | -213% |
| Returns for 5 years | 16.15 | 70.91 | 23% |
| Returns for 10 years | N/A | 84.43 | - |
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