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LVOTX vs VEXAX
LVOTX vs VEXAX Comparison
Open Charts LVOTX vs VEXAX
Lord Abbett Value Opportunities R5
Price$20.31
Change+$0.01 (+0.05%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index Admiral
Price$145.59
Change-$0.69 (-0.47%)
VolumeN/A
CapitalizationN/A
LVOTX vs VEXAX Comparison Chart
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LVOTX vs. VEXAX commentary
Dec 24, 2024
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 VEXAX is a Hold.
FUNDAMENTALS
Fundamentals
VEXAX has more cash in the bank: 120B vs. LVOTX (1.33B). VEXAX pays higher dividends than LVOTX: VEXAX (1.20) vs LVOTX (0.31). LVOTX was incepted earlier than VEXAX: LVOTX (9 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 : 17.31 vs. LVOTX (8.06). VEXAX return over 5 years is better than : 54.64 vs. LVOTX (11.16).
| LVOTX | VEXAX | LVOTX / VEXAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | 8.004 | 17.374 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.33B | 120B | 1% |
| Annual Yield % from dividends | 0.31 | 1.20 | 25% |
| Returns for 1 year | 8.06 | 17.31 | 47% |
| Returns for 3 years | -8.38 | 5.88 | -143% |
| Returns for 5 years | 11.16 | 54.64 | 20% |
| Returns for 10 years | N/A | 125.37 | - |
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