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LVOTX vs VSEMX
LVOTX vs VSEMX Comparison
Open Charts LVOTX vs VSEMX
Lord Abbett Value Opportunities R5
Price$18.19
Change+$0.46 (+2.59%)
VolumeN/A
Net Assets1.04B
Vanguard Extended Market Index Instl Sel
Price$206.95
Change+$5.08 (+2.52%)
VolumeN/A
Net Assets101.44B
LVOTX vs VSEMX Comparison Chart
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LVOTX vs. VSEMX commentary
Apr 25, 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 Buy and VSEMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSEMX has more cash in the bank: 101B vs. LVOTX (1.04B). VSEMX pays higher dividends than LVOTX: VSEMX (1.32) vs LVOTX (0.22). LVOTX was incepted earlier than VSEMX: LVOTX (10 years) vs VSEMX (9 years). LVOTX (0.93) is less costly to investors than VSEMX (0.02). LVOTX is a more actively managed with annual turnover of: 33.00 vs. VSEMX (11.00). LVOTX has a lower initial minimum investment than VSEMX: LVOTX (0) vs VSEMX (3000000000). VSEMX annual gain was more profitable for investors over the last year : 0.00 vs. LVOTX (-10.11). VSEMX return over 5 years is better than : 69.67 vs. LVOTX (21.12).
| LVOTX | VSEMX | LVOTX / VSEMX | |
| Total Expense Ratio | 0.93 | 0.02 | 4,650% |
| Annual Report Gross Expense Ratio | 0.93 | 0.02 | 4,650% |
| Fund Existence | 10 years | 9 years | - |
| Gain YTD | -12.271 | -12.750 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.04B | 101B | 1% |
| Annual Yield % from dividends | 0.22 | 1.32 | 16% |
| Returns for 1 year | -10.11 | 0.00 | -759,613% |
| Returns for 3 years | -9.96 | 7.49 | -133% |
| Returns for 5 years | 21.12 | 69.67 | 30% |
| Returns for 10 years | N/A | N/A | - |
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