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LVOTX vs VMCPX
LVOTX vs VMCPX Comparison
Open Charts LVOTX vs VMCPX
Lord Abbett Value Opportunities R5
Price$19.74
Change+$0.06 (+0.30%)
VolumeN/A
Net Assets1.11B
Vanguard Mid Cap Index InstitutionalPlus
Price$382.45
Change-$1.13 (-0.29%)
VolumeN/A
Net Assets196.76B
LVOTX vs VMCPX Comparison Chart in %
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LVOTX vs. VMCPX commentary
Aug 11, 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 VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 197B vs. LVOTX (1.11B). VMCPX pays higher dividends than LVOTX: VMCPX (1.51) vs LVOTX (0.21). LVOTX was incepted earlier than VMCPX: LVOTX (10 years) vs VMCPX (15 years). LVOTX (0.94) is less costly to investors than VMCPX (0.03). LVOTX is a more actively managed with annual turnover of: 33.00 vs. VMCPX (16.00). LVOTX has a lower initial minimum investment than VMCPX: LVOTX (0) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 16.35 vs. LVOTX (-3.01). VMCPX return over 5 years is better than : 61.64 vs. LVOTX (10.75).
| LVOTX | VMCPX | LVOTX / VMCPX | |
| Total Expense Ratio | 0.94 | 0.03 | 3,133% |
| Annual Report Gross Expense Ratio | 0.94 | 0.03 | 3,133% |
| Fund Existence | 10 years | 15 years | - |
| Gain YTD | -2.326 | 7.465 | -31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 197B | 1% |
| Annual Yield % from dividends | 0.21 | 1.51 | 14% |
| Returns for 1 year | -3.01 | 16.35 | -18% |
| Returns for 3 years | 5.81 | 31.52 | 18% |
| Returns for 5 years | 10.75 | 61.64 | 17% |
| Returns for 10 years | -3.81 | 126.00 | -3% |
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