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LVOTX vs VIEIX
LVOTX vs VIEIX Comparison
Open Charts LVOTX vs VIEIX
Lord Abbett Value Opportunities R5
Price$20.31
Change+$0.01 (+0.05%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index Instl
Price$145.58
Change-$0.69 (-0.47%)
VolumeN/A
CapitalizationN/A
LVOTX vs VIEIX Comparison Chart
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LVOTX vs. VIEIX 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 VIEIX is a Hold.
FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 120B vs. LVOTX (1.33B). VIEIX pays higher dividends than LVOTX: VIEIX (1.21) vs LVOTX (0.31). LVOTX was incepted earlier than VIEIX: LVOTX (9 years) vs VIEIX (27 years). LVOTX is a more actively managed with annual turnover of: 19.00 vs. VIEIX (11.00). LVOTX has a lower initial minimum investment than VIEIX: LVOTX (0) vs VIEIX (5000000). VIEIX annual gain was more profitable for investors over the last year : 17.31 vs. LVOTX (8.06). VIEIX return over 5 years is better than : 54.67 vs. LVOTX (11.16).
| LVOTX | VIEIX | LVOTX / VIEIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | 8.004 | 17.371 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.33B | 120B | 1% |
| Annual Yield % from dividends | 0.31 | 1.21 | 25% |
| Returns for 1 year | 8.06 | 17.31 | 47% |
| Returns for 3 years | -8.38 | 5.89 | -142% |
| Returns for 5 years | 11.16 | 54.67 | 20% |
| Returns for 10 years | N/A | 125.44 | - |