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LVOTX vs VEMPX
LVOTX vs VEMPX Comparison
Open Charts LVOTX vs VEMPX
Lord Abbett Value Opportunities R5
Price$17.81
Change+$1.41 (+8.60%)
VolumeN/A
Net Assets1.11B
Vanguard Extended Market Index InstlPlus
Price$296.37
Change-$13.82 (-4.46%)
VolumeN/A
Net Assets101.44B
LVOTX vs VEMPX Comparison Chart
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LVOTX vs. VEMPX commentary
Apr 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 Buy and VEMPX is a Buy.
FUNDAMENTALS
Fundamentals
VEMPX has more cash in the bank: 101B vs. LVOTX (1.11B). VEMPX pays higher dividends than LVOTX: VEMPX (1.31) vs LVOTX (0.22). LVOTX was incepted earlier than VEMPX: LVOTX (10 years) vs VEMPX (14 years). LVOTX (0.93) 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 : -12.70 vs. LVOTX (-19.73). VEMPX return over 5 years is better than : 55.28 vs. LVOTX (9.80).
| LVOTX | VEMPX | LVOTX / VEMPX | |
| Total Expense Ratio | 0.93 | 0.04 | 2,325% |
| Annual Report Gross Expense Ratio | 0.93 | 0.04 | 2,325% |
| Fund Existence | 10 years | 14 years | - |
| Gain YTD | -18.852 | -20.686 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 101B | 1% |
| Annual Yield % from dividends | 0.22 | 1.31 | 17% |
| Returns for 1 year | -19.73 | -12.70 | 155% |
| Returns for 3 years | -17.63 | -4.95 | 356% |
| Returns for 5 years | 9.80 | 55.28 | 18% |
| Returns for 10 years | N/A | 67.33 | - |
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