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LVOYX vs VEXAX
LVOYX vs VEXAX Comparison
Open Charts LVOYX vs VEXAX
Lord Abbett Value Opportunities I
Price$20.28
Change+$0.09 (+0.45%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index Admiral
Price$146.28
Change+$1.81 (+1.25%)
VolumeN/A
CapitalizationN/A
LVOYX vs VEXAX Comparison Chart
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LVOYX vs. VEXAX 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 LVOYX is a Hold and VEXAX is a Hold.
FUNDAMENTALS
Fundamentals
VEXAX has more cash in the bank: 120B vs. LVOYX (1.33B). VEXAX pays higher dividends than LVOYX: VEXAX (1.20) vs LVOYX (0.31). LVOYX was incepted earlier than VEXAX: LVOYX (19 years) vs VEXAX (24 years). LVOYX is a more actively managed with annual turnover of: 19.00 vs. VEXAX (11.00). VEXAX has a lower initial minimum investment than LVOYX: VEXAX (3000) vs LVOYX (1000000). VEXAX annual gain was more profitable for investors over the last year : 18.21 vs. LVOYX (8.48). VEXAX return over 5 years is better than : 54.67 vs. LVOYX (10.76).
| LVOYX | VEXAX | LVOYX / VEXAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | 7.961 | 17.578 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.33B | 120B | 1% |
| Annual Yield % from dividends | 0.31 | 1.20 | 25% |
| Returns for 1 year | 8.48 | 18.21 | 47% |
| Returns for 3 years | -6.84 | 7.38 | -93% |
| Returns for 5 years | 10.76 | 54.67 | 20% |
| Returns for 10 years | 1.99 | 127.56 | 2% |