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LVOSX vs VIMSX
LVOSX vs VIMSX Comparison
Open Charts LVOSX vs VIMSX
Lord Abbett Value Opportunities R4
Price$18.90
Change-$0.04 (-0.21%)
VolumeN/A
Net Assets1.13B
Vanguard Mid Cap Index Investor
Price$79.42
Change+$0.15 (+0.19%)
VolumeN/A
Net Assets196.76B
LVOSX vs VIMSX Comparison Chart in %
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LVOSX vs. VIMSX commentary
Aug 29, 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 VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 197B vs. LVOSX (1.13B). VIMSX pays higher dividends than LVOSX: VIMSX (1.37) vs LVOSX (0.00). LVOSX was incepted earlier than VIMSX: LVOSX (10 years) vs VIMSX (27 years). LVOSX (1.19) is less costly to investors than VIMSX (0.17). LVOSX is a more actively managed with annual turnover of: 33.00 vs. VIMSX (16.00). LVOSX has a lower initial minimum investment than VIMSX: LVOSX (0) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 13.95 vs. LVOSX (-4.58). VIMSX return over 5 years is better than : 62.46 vs. LVOSX (10.78).
| LVOSX | VIMSX | LVOSX / VIMSX | |
| Total Expense Ratio | 1.19 | 0.17 | 700% |
| Annual Report Gross Expense Ratio | 1.19 | 0.17 | 700% |
| Fund Existence | 10 years | 27 years | - |
| Gain YTD | 0.424 | 10.054 | 4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 197B | 1% |
| Annual Yield % from dividends | 0.00 | 1.37 | - |
| Returns for 1 year | -4.58 | 13.95 | -33% |
| Returns for 3 years | 8.56 | 37.04 | 23% |
| Returns for 5 years | 10.78 | 62.46 | 17% |
| Returns for 10 years | -1.64 | 142.34 | -1% |
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