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LVOTX vs VEXAX
LVOTX vs VEXAX Comparison
Open Charts LVOTX vs VEXAX
Lord Abbett Value Opportunities R5
Price$19.95
Change-$0.50 (-2.44%)
VolumeN/A
Net Assets1.27B
Vanguard Extended Market Index Admiral
Price$144.57
Change-$4.57 (-3.06%)
VolumeN/A
Net Assets116.7B
LVOTX vs VEXAX Comparison Chart
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LVOTX vs. VEXAX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
VEXAX has more cash in the bank: 117B vs. LVOTX (1.27B). VEXAX pays higher dividends than LVOTX: VEXAX (1.20) vs LVOTX (0.31). LVOTX was incepted earlier than VEXAX: LVOTX (10 years) vs VEXAX (24 years). LVOTX is a more actively managed with annual turnover of: 19.00 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 : 14.31 vs. LVOTX (1.66). VEXAX return over 5 years is better than : 47.41 vs. LVOTX (6.75).
| LVOTX | VEXAX | LVOTX / VEXAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | -1.286 | 0.340 | -378% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.27B | 117B | 1% |
| Annual Yield % from dividends | 0.31 | 1.20 | 25% |
| Returns for 1 year | 1.66 | 14.31 | 12% |
| Returns for 3 years | -1.33 | 21.16 | -6% |
| Returns for 5 years | 6.75 | 47.41 | 14% |
| Returns for 10 years | N/A | 115.96 | - |
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