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LVOSX vs VIEIX
LVOSX vs VIEIX Comparison
Open Charts LVOSX vs VIEIX
Lord Abbett Value Opportunities R4
Price$20.78
Change-$0.26 (-1.24%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index Instl
Price$146.42
Change-$1.91 (-1.29%)
VolumeN/A
CapitalizationN/A
LVOSX vs VIEIX Comparison Chart
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LVOSX vs. VIEIX commentary
Nov 18, 2024
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 VIEIX is a StrongSell.
FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 107B vs. LVOSX (1.4B). VIEIX pays higher dividends than LVOSX: VIEIX (1.21) vs LVOSX (0.11). LVOSX was incepted earlier than VIEIX: LVOSX (9 years) vs VIEIX (27 years). LVOSX is a more actively managed with annual turnover of: 19.00 vs. VIEIX (11.00). LVOSX has a lower initial minimum investment than VIEIX: LVOSX (0) vs VIEIX (5000000). VIEIX annual gain was more profitable for investors over the last year : 33.94 vs. LVOSX (26.88). VIEIX return over 5 years is better than : 60.99 vs. LVOSX (9.31).
| LVOSX | VIEIX | LVOSX / VIEIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | 17.667 | 17.693 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.4B | 107B | 1% |
| Annual Yield % from dividends | 0.11 | 1.21 | 9% |
| Returns for 1 year | 26.88 | 33.94 | 79% |
| Returns for 3 years | -15.79 | -2.32 | 682% |
| Returns for 5 years | 9.31 | 60.99 | 15% |
| Returns for 10 years | N/A | 131.69 | - |