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LVOTX vs VEXMX
LVOTX vs VEXMX Comparison
Open Charts LVOTX vs VEXMX
Lord Abbett Value Opportunities R5
Price$20.31
Change+$0.01 (+0.05%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index Investor
Price$145.72
Change-$0.64 (-0.44%)
VolumeN/A
CapitalizationN/A
LVOTX vs VEXMX Comparison Chart
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LVOTX vs. VEXMX 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 VEXMX is a Hold.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 120B vs. LVOTX (1.33B). VEXMX pays higher dividends than LVOTX: VEXMX (1.09) vs LVOTX (0.31). LVOTX was incepted earlier than VEXMX: LVOTX (9 years) vs VEXMX (37 years). LVOTX is a more actively managed with annual turnover of: 19.00 vs. VEXMX (11.00). LVOTX has a lower initial minimum investment than VEXMX: LVOTX (0) vs VEXMX (3000). VEXMX annual gain was more profitable for investors over the last year : 17.25 vs. LVOTX (8.06). VEXMX return over 5 years is better than : 54.41 vs. LVOTX (11.16).
| LVOTX | VEXMX | LVOTX / VEXMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 37 years | - |
| Gain YTD | 8.004 | 17.317 | 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 | 1.09 | 28% |
| Returns for 1 year | 8.06 | 17.25 | 47% |
| Returns for 3 years | -8.38 | 5.79 | -145% |
| Returns for 5 years | 11.16 | 54.41 | 21% |
| Returns for 10 years | N/A | 124.60 | - |