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LVOTX vs VEXAX
LVOTX vs VEXAX Comparison
Open Charts LVOTX vs VEXAX
Lord Abbett Value Opportunities R5
Price$19.01
Change+$0.17 (+0.90%)
VolumeN/A
Net Assets1.09B
Vanguard Extended Market Index Admiral
Price$143.16
Change+$1.79 (+1.27%)
VolumeN/A
Net Assets107.69B
LVOTX vs VEXAX Comparison Chart
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LVOTX vs. VEXAX commentary
Jun 07, 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 VEXAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXAX has more cash in the bank: 108B vs. LVOTX (1.09B). VEXAX pays higher dividends than LVOTX: VEXAX (1.21) vs LVOTX (0.22). LVOTX was incepted earlier than VEXAX: LVOTX (10 years) vs VEXAX (25 years). LVOTX (0.94) is less costly to investors than VEXAX (0.05). LVOTX is a more actively managed with annual turnover of: 33.00 vs. VEXAX (11.00). LVOTX has a lower initial minimum investment than VEXAX: LVOTX (0) vs VEXAX (3000). VEXAX annual gain was more profitable for investors over the last year : 10.85 vs. LVOTX (-6.47). VEXAX return over 5 years is better than : 54.58 vs. LVOTX (5.58).
| LVOTX | VEXAX | LVOTX / VEXAX | |
| Total Expense Ratio | 0.94 | 0.05 | 1,880% |
| Annual Report Gross Expense Ratio | 0.94 | 0.05 | 1,880% |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | -6.779 | -1.798 | 377% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 108B | 1% |
| Annual Yield % from dividends | 0.22 | 1.21 | 18% |
| Returns for 1 year | -6.47 | 10.85 | -60% |
| Returns for 3 years | -4.37 | 26.39 | -17% |
| Returns for 5 years | 5.58 | 54.58 | 10% |
| Returns for 10 years | N/A | 109.58 | - |
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