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LVOSX vs VMCPX
LVOSX vs VMCPX Comparison
Open Charts LVOSX vs VMCPX
Lord Abbett Value Opportunities R4
Price$18.90
Change-$0.04 (-0.21%)
VolumeN/A
Net Assets1.13B
Vanguard Mid Cap Index InstitutionalPlus
Price$392.53
Change+$0.74 (+0.19%)
VolumeN/A
Net Assets196.76B
LVOSX vs VMCPX Comparison Chart in %
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LVOSX vs. VMCPX 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 VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 197B vs. LVOSX (1.13B). VMCPX pays higher dividends than LVOSX: VMCPX (1.51) vs LVOSX (0.00). LVOSX was incepted earlier than VMCPX: LVOSX (10 years) vs VMCPX (15 years). LVOSX (1.19) is less costly to investors than VMCPX (0.03). LVOSX is a more actively managed with annual turnover of: 33.00 vs. VMCPX (16.00). LVOSX has a lower initial minimum investment than VMCPX: LVOSX (0) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 13.98 vs. LVOSX (-4.58). VMCPX return over 5 years is better than : 62.60 vs. LVOSX (10.78).
| LVOSX | VMCPX | LVOSX / VMCPX | |
| Total Expense Ratio | 1.19 | 0.03 | 3,967% |
| Annual Report Gross Expense Ratio | 1.19 | 0.03 | 3,967% |
| Fund Existence | 10 years | 15 years | - |
| Gain YTD | 0.424 | 10.089 | 4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 197B | 1% |
| Annual Yield % from dividends | 0.00 | 1.51 | - |
| Returns for 1 year | -4.58 | 13.98 | -33% |
| Returns for 3 years | 8.56 | 37.12 | 23% |
| Returns for 5 years | 10.78 | 62.60 | 17% |
| Returns for 10 years | -1.64 | 142.60 | -1% |
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