Interact to see
Advertisement
Advertisement
LVOSX vs VEXMX
LVOSX vs VEXMX Comparison
Open Charts LVOSX vs VEXMX
Lord Abbett Value Opportunities R4
Price$18.75
Change+$0.11 (+0.59%)
VolumeN/A
Net Assets1.1B
Vanguard Extended Market Index Investor
Price$158.43
Change-$0.36 (-0.23%)
VolumeN/A
Net Assets83.66B
LVOSX vs VEXMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LVOSX vs. VEXMX commentary
Oct 18, 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 VEXMX is a Hold.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 83.7B vs. LVOSX (1.1B). VEXMX pays higher dividends than LVOSX: VEXMX (0.97) vs LVOSX (0.00). LVOSX was incepted earlier than VEXMX: LVOSX (10 years) vs VEXMX (38 years). LVOSX (1.19) is less costly to investors than VEXMX (0.19). LVOSX is a more actively managed with annual turnover of: 33.00 vs. VEXMX (11.00). LVOSX has a lower initial minimum investment than VEXMX: LVOSX (0) vs VEXMX (3000). VEXMX annual gain was more profitable for investors over the last year : 11.82 vs. LVOSX (-9.51). VEXMX return over 5 years is better than : 52.17 vs. LVOSX (5.21).
| LVOSX | VEXMX | LVOSX / VEXMX | |
| Total Expense Ratio | 1.19 | 0.19 | 626% |
| Annual Report Gross Expense Ratio | 1.19 | 0.19 | 626% |
| Fund Existence | 10 years | 38 years | - |
| Gain YTD | -1.166 | 10.326 | -11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.1B | 83.7B | 1% |
| Annual Yield % from dividends | 0.00 | 0.97 | - |
| Returns for 1 year | -9.51 | 11.82 | -81% |
| Returns for 3 years | 15.22 | 61.13 | 25% |
| Returns for 5 years | 5.21 | 52.17 | 10% |
| Returns for 10 years | -4.23 | 151.60 | -3% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement