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LVOSX vs VEXAX
LVOSX vs VEXAX Comparison
Open Charts LVOSX vs VEXAX
Lord Abbett Value Opportunities R4
Price$18.61
Change-$0.47 (-2.46%)
VolumeN/A
Net Assets1.27B
Vanguard Extended Market Index Admiral
Price$144.57
Change-$4.57 (-3.06%)
VolumeN/A
Net Assets116.7B
LVOSX vs VEXAX Comparison Chart
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LVOSX vs. VEXAX commentary
Feb 23, 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 Buy and VEXAX is a Hold.
FUNDAMENTALS
Fundamentals
VEXAX has more cash in the bank: 117B vs. LVOSX (1.27B). VEXAX pays higher dividends than LVOSX: VEXAX (1.20) vs LVOSX (0.11). LVOSX was incepted earlier than VEXAX: LVOSX (10 years) vs VEXAX (24 years). LVOSX is a more actively managed with annual turnover of: 19.00 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 : 17.92 vs. LVOSX (0.98). VEXAX return over 5 years is better than : 52.07 vs. LVOSX (3.93).
| LVOSX | VEXAX | LVOSX / VEXAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | -1.326 | 3.512 | -38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.27B | 117B | 1% |
| Annual Yield % from dividends | 0.11 | 1.20 | 9% |
| Returns for 1 year | 0.98 | 17.92 | 5% |
| Returns for 3 years | -2.79 | 24.99 | -11% |
| Returns for 5 years | 3.93 | 52.07 | 8% |
| Returns for 10 years | N/A | 122.79 | - |