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LVOYX vs VEXMX
LVOYX vs VEXMX Comparison
Open Charts LVOYX vs VEXMX
Lord Abbett Value Opportunities I
Price$18.56
Change+$0.03 (+0.16%)
VolumeN/A
Net Assets1.08B
Vanguard Extended Market Index Investor
Price$134.66
Change+$2.45 (+1.85%)
VolumeN/A
Net Assets100.64B
LVOYX vs VEXMX Comparison Chart
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LVOYX vs. VEXMX commentary
May 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 LVOYX is a Buy and VEXMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 101B vs. LVOYX (1.08B). VEXMX pays higher dividends than LVOYX: VEXMX (1.16) vs LVOYX (0.22). LVOYX was incepted earlier than VEXMX: LVOYX (19 years) vs VEXMX (37 years). LVOYX (0.94) is less costly to investors than VEXMX (0.19). LVOYX is a more actively managed with annual turnover of: 33.00 vs. VEXMX (11.00). VEXMX has a lower initial minimum investment than LVOYX: VEXMX (3000) vs LVOYX (1000000). VEXMX annual gain was more profitable for investors over the last year : 2.83 vs. LVOYX (-8.68). VEXMX return over 5 years is better than : 63.67 vs. LVOYX (18.10).
| LVOYX | VEXMX | LVOYX / VEXMX | |
| Total Expense Ratio | 0.94 | 0.19 | 495% |
| Annual Report Gross Expense Ratio | 0.94 | 0.19 | 495% |
| Fund Existence | 19 years | 37 years | - |
| Gain YTD | -8.222 | -8.246 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 101B | 1% |
| Annual Yield % from dividends | 0.22 | 1.16 | 19% |
| Returns for 1 year | -8.68 | 2.83 | -306% |
| Returns for 3 years | 1.43 | 28.12 | 5% |
| Returns for 5 years | 18.10 | 63.67 | 28% |
| Returns for 10 years | -10.10 | 96.23 | -10% |
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