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LVOTX vs VEXAX
LVOTX vs VEXAX Comparison
Open Charts LVOTX vs VEXAX
Lord Abbett Value Opportunities R5
Price$21.28
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index Admiral
Price$135.99
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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LVOTX vs VEXAX Comparison Chart
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LVOTX vs. VEXAX commentary
Sep 19, 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 StrongBuy and VEXAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXAX has more cash in the bank: 107B vs. LVOTX (1.27B). 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 : 22.08 vs. LVOTX (20.39). VEXAX return over 5 years is better than : 53.27 vs. LVOTX (10.91).
| 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 | 12.951 | 9.239 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.27B | 107B | 1% |
| Annual Yield % from dividends | 0.31 | 1.20 | 25% |
| Returns for 1 year | 20.39 | 22.08 | 92% |
| Returns for 3 years | -10.30 | -3.71 | 278% |
| Returns for 5 years | 10.91 | 53.27 | 20% |
| Returns for 10 years | N/A | 117.39 | - |