Ad is loading...
LVOYX vs VEXMX
LVOYX vs VEXMX Comparison
Open Charts LVOYX vs VEXMX
Lord Abbett Value Opportunities I
Price$17.46
Change+$0.15 (+0.87%)
VolumeN/A
Net Assets1.03B
Vanguard Extended Market Index Investor
Price$123.00
Change+$0.98 (+0.80%)
VolumeN/A
Net Assets101.44B
LVOYX vs VEXMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LVOYX vs. VEXMX commentary
Apr 19, 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 Buy.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 101B vs. LVOYX (1.03B). VEXMX pays higher dividends than LVOYX: VEXMX (1.15) vs LVOYX (0.22). LVOYX was incepted earlier than VEXMX: LVOYX (19 years) vs VEXMX (37 years). LVOYX (0.93) 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 : 0.13 vs. LVOYX (-9.41). VEXMX return over 5 years is better than : 65.34 vs. LVOYX (17.45).
| LVOYX | VEXMX | LVOYX / VEXMX | |
| Total Expense Ratio | 0.93 | 0.19 | 489% |
| Annual Report Gross Expense Ratio | 0.93 | 0.19 | 489% |
| Fund Existence | 19 years | 37 years | - |
| Gain YTD | -13.522 | -14.638 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.03B | 101B | 1% |
| Annual Yield % from dividends | 0.22 | 1.15 | 19% |
| Returns for 1 year | -9.41 | 0.13 | -7,302% |
| Returns for 3 years | -11.64 | 2.95 | -394% |
| Returns for 5 years | 17.45 | 65.34 | 27% |
| Returns for 10 years | -15.33 | 79.83 | -19% |