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LVOSX vs VEXMX
LVOSX vs VEXMX Comparison
Open Charts LVOSX vs VEXMX
Lord Abbett Value Opportunities R4
Price$15.99
Change-$0.62 (-3.73%)
VolumeN/A
Net Assets1.11B
Vanguard Extended Market Index Investor
Price$120.20
Change-$5.61 (-4.46%)
VolumeN/A
Net Assets101.44B
LVOSX vs VEXMX Comparison Chart
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LVOSX vs. VEXMX 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 VEXMX is a Buy.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 101B vs. LVOSX (1.11B). VEXMX pays higher dividends than LVOSX: VEXMX (1.15) vs LVOSX (0.00). LVOSX was incepted earlier than VEXMX: LVOSX (10 years) vs VEXMX (37 years). LVOSX (1.18) 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 : -2.02 vs. LVOSX (-11.88). VEXMX return over 5 years is better than : 70.68 vs. LVOSX (16.15).
| LVOSX | VEXMX | LVOSX / VEXMX | |
| Total Expense Ratio | 1.18 | 0.19 | 621% |
| Annual Report Gross Expense Ratio | 1.18 | 0.19 | 621% |
| Fund Existence | 10 years | 37 years | - |
| Gain YTD | -11.930 | -12.688 | 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 | 1.15 | - |
| Returns for 1 year | -11.88 | -2.02 | 588% |
| Returns for 3 years | -11.29 | 5.24 | -216% |
| Returns for 5 years | 16.15 | 70.68 | 23% |
| Returns for 10 years | N/A | 83.88 | - |
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