Ad is loading...
LVOSX vs VEXMX
LVOSX vs VEXMX Comparison
Open Charts LVOSX vs VEXMX
Lord Abbett Value Opportunities R4
Price$18.61
Change-$0.47 (-2.46%)
VolumeN/A
Net Assets1.27B
Vanguard Extended Market Index Investor
Price$144.66
Change-$4.58 (-3.07%)
VolumeN/A
Net Assets116.7B
LVOSX vs VEXMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LVOSX vs. VEXMX 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 VEXMX is a Hold.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 117B vs. LVOSX (1.27B). VEXMX pays higher dividends than LVOSX: VEXMX (1.09) vs LVOSX (0.11). LVOSX was incepted earlier than VEXMX: LVOSX (10 years) vs VEXMX (37 years). LVOSX is a more actively managed with annual turnover of: 19.00 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 : 17.90 vs. LVOSX (0.98). VEXMX return over 5 years is better than : 51.87 vs. LVOSX (3.93).
| LVOSX | VEXMX | LVOSX / VEXMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 37 years | - |
| Gain YTD | -1.326 | 3.495 | -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 | 1.09 | 10% |
| Returns for 1 year | 0.98 | 17.90 | 5% |
| Returns for 3 years | -2.79 | 24.92 | -11% |
| Returns for 5 years | 3.93 | 51.87 | 8% |
| Returns for 10 years | N/A | 122.10 | - |