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LVOTX vs VMCPX
LVOTX vs VMCPX Comparison
Open Charts LVOTX vs VMCPX
Lord Abbett Value Opportunities R5
Price$20.40
Change+$0.16 (+0.79%)
VolumeN/A
Net Assets1.12B
Vanguard Mid Cap Index InstitutionalPlus
Price$398.15
Change+$1.84 (+0.46%)
VolumeN/A
Net Assets201.28B
LVOTX vs VMCPX Comparison Chart in %
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LVOTX vs. VMCPX commentary
Oct 09, 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 Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 201B vs. LVOTX (1.12B). VMCPX pays higher dividends than LVOTX: VMCPX (1.50) vs LVOTX (0.20). 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 : 12.00 vs. LVOTX (-5.68). VMCPX return over 5 years is better than : 60.00 vs. LVOTX (9.00).
| 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 | 0.148 | 11.392 | 1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.12B | 201B | 1% |
| Annual Yield % from dividends | 0.20 | 1.50 | 14% |
| Returns for 1 year | -5.68 | 12.00 | -47% |
| Returns for 3 years | 19.93 | 53.85 | 37% |
| Returns for 5 years | 9.00 | 60.00 | 15% |
| Returns for 10 years | 2.04 | 144.63 | 1% |
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