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LVOSX vs VIMSX
LVOSX vs VIMSX Comparison
Open Charts LVOSX vs VIMSX
Lord Abbett Value Opportunities R4
Price$18.34
Change-$0.12 (-0.65%)
VolumeN/A
Net Assets1.12B
Vanguard Mid Cap Index Investor
Price$77.62
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets196.76B
LVOSX vs VIMSX Comparison Chart in %
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LVOSX vs. VIMSX commentary
Aug 08, 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 VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 197B vs. LVOSX (1.12B). 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 : 19.18 vs. LVOSX (-1.12). VIMSX return over 5 years is better than : 62.06 vs. LVOSX (8.16).
| 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 | -2.121 | 7.819 | -27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.12B | 197B | 1% |
| Annual Yield % from dividends | 0.00 | 1.37 | - |
| Returns for 1 year | -1.12 | 19.18 | -6% |
| Returns for 3 years | 3.44 | 30.95 | 11% |
| Returns for 5 years | 8.16 | 62.06 | 13% |
| Returns for 10 years | -8.97 | 124.68 | -7% |
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