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LVOSX vs VMCIX
LVOSX vs VMCIX Comparison
Open Charts LVOSX vs VMCIX
Lord Abbett Value Opportunities R4
Price$18.34
Change-$0.12 (-0.65%)
VolumeN/A
Net Assets1.12B
Vanguard Mid Cap Index Institutional
Price$77.78
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets196.76B
LVOSX vs VMCIX Comparison Chart in %
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LVOSX vs. VMCIX 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 VMCIX is a Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 197B vs. LVOSX (1.12B). VMCIX pays higher dividends than LVOSX: VMCIX (1.50) vs LVOSX (0.00). LVOSX was incepted earlier than VMCIX: LVOSX (10 years) vs VMCIX (27 years). LVOSX (1.19) is less costly to investors than VMCIX (0.04). LVOSX is a more actively managed with annual turnover of: 33.00 vs. VMCIX (16.00). LVOSX has a lower initial minimum investment than VMCIX: LVOSX (0) vs VMCIX (5000000). VMCIX annual gain was more profitable for investors over the last year : 19.19 vs. LVOSX (-1.12). VMCIX return over 5 years is better than : 62.21 vs. LVOSX (8.16).
| LVOSX | VMCIX | LVOSX / VMCIX | |
| Total Expense Ratio | 1.19 | 0.04 | 2,975% |
| Annual Report Gross Expense Ratio | 1.19 | 0.04 | 2,975% |
| Fund Existence | 10 years | 27 years | - |
| Gain YTD | -2.121 | 7.837 | -27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.12B | 197B | 1% |
| Annual Yield % from dividends | 0.00 | 1.50 | - |
| Returns for 1 year | -1.12 | 19.19 | -6% |
| Returns for 3 years | 3.44 | 31.02 | 11% |
| Returns for 5 years | 8.16 | 62.21 | 13% |
| Returns for 10 years | -8.97 | 124.82 | -7% |
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