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LVOTX vs VEMPX
LVOTX vs VEMPX Comparison
Open Charts LVOTX vs VEMPX
Lord Abbett Value Opportunities R5
Price$19.74
Change+$0.06 (+0.30%)
VolumeN/A
Net Assets1.11B
Vanguard Extended Market Index InstlPlus
Price$368.04
Change-$0.83 (-0.23%)
VolumeN/A
Net Assets78.9B
LVOTX vs VEMPX Comparison Chart in %
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LVOTX vs. VEMPX commentary
Aug 11, 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 LVOTX is a Hold and VEMPX is a Hold.
FUNDAMENTALS
Fundamentals
VEMPX has more cash in the bank: 78.9B vs. LVOTX (1.11B). VEMPX pays higher dividends than LVOTX: VEMPX (1.13) vs LVOTX (0.21). LVOTX was incepted earlier than VEMPX: LVOTX (10 years) vs VEMPX (15 years). LVOTX (0.94) is less costly to investors than VEMPX (0.04). LVOTX is a more actively managed with annual turnover of: 33.00 vs. VEMPX (11.00). LVOTX has a lower initial minimum investment than VEMPX: LVOTX (0) vs VEMPX (100000000). VEMPX annual gain was more profitable for investors over the last year : 17.10 vs. LVOTX (-3.01). VEMPX return over 5 years is better than : 54.18 vs. LVOTX (10.75).
| LVOTX | VEMPX | LVOTX / VEMPX | |
| Total Expense Ratio | 0.94 | 0.04 | 2,350% |
| Annual Report Gross Expense Ratio | 0.94 | 0.04 | 2,350% |
| Fund Existence | 10 years | 15 years | - |
| Gain YTD | -2.326 | 3.669 | -63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 78.9B | 1% |
| Annual Yield % from dividends | 0.21 | 1.13 | 18% |
| Returns for 1 year | -3.01 | 17.10 | -18% |
| Returns for 3 years | 5.81 | 35.07 | 17% |
| Returns for 5 years | 10.75 | 54.18 | 20% |
| Returns for 10 years | -3.81 | 125.60 | -3% |
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