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LVOTX vs VEXAX
LVOTX vs VEXAX Comparison
Open Charts LVOTX vs VEXAX
Lord Abbett Value Opportunities R5
Price$19.65
Change+$0.09 (+0.46%)
VolumeN/A
Net Assets1.11B
Vanguard Extended Market Index Admiral
Price$148.85
Change+$1.26 (+0.85%)
VolumeN/A
Net Assets112.9B
LVOTX vs VEXAX Comparison Chart in %
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LVOTX vs. VEXAX commentary
Jul 17, 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 Hold and VEXAX is a Hold.
FUNDAMENTALS
Fundamentals
VEXAX has more cash in the bank: 113B vs. LVOTX (1.11B). VEXAX pays higher dividends than LVOTX: VEXAX (1.15) vs LVOTX (0.21). 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 : 7.51 vs. LVOTX (-7.82). VEXAX return over 5 years is better than : 59.93 vs. LVOTX (14.39).
| 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 | -3.216 | 2.589 | -124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 113B | 1% |
| Annual Yield % from dividends | 0.21 | 1.15 | 18% |
| Returns for 1 year | -7.82 | 7.51 | -104% |
| Returns for 3 years | 12.84 | 46.49 | 28% |
| Returns for 5 years | 14.39 | 59.93 | 24% |
| Returns for 10 years | -5.28 | 117.43 | -4% |
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