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LVOTX vs VSEMX
LVOTX vs VSEMX Comparison
Open Charts LVOTX vs VSEMX
Lord Abbett Value Opportunities R5
Price$19.01
Change+$0.17 (+0.90%)
VolumeN/A
Net Assets1.09B
Vanguard Extended Market Index Instl Sel
Price$230.10
Change+$2.88 (+1.27%)
VolumeN/A
Net Assets107.69B
LVOTX vs VSEMX Comparison Chart
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LVOTX vs. VSEMX commentary
Jun 07, 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: 108B vs. LVOTX (1.09B). VSEMX pays higher dividends than LVOTX: VSEMX (1.24) vs LVOTX (0.22). LVOTX was incepted earlier than VSEMX: LVOTX (10 years) vs VSEMX (9 years). LVOTX (0.94) 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 : 10.87 vs. LVOTX (-6.47). VSEMX return over 5 years is better than : 54.68 vs. LVOTX (5.58).
| LVOTX | VSEMX | LVOTX / VSEMX | |
| Total Expense Ratio | 0.94 | 0.02 | 4,700% |
| Annual Report Gross Expense Ratio | 0.94 | 0.02 | 4,700% |
| Fund Existence | 10 years | 9 years | - |
| Gain YTD | -6.779 | -1.793 | 378% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 108B | 1% |
| Annual Yield % from dividends | 0.22 | 1.24 | 17% |
| Returns for 1 year | -6.47 | 10.87 | -59% |
| Returns for 3 years | -4.37 | 26.44 | -17% |
| Returns for 5 years | 5.58 | 54.68 | 10% |
| Returns for 10 years | N/A | N/A | - |