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LVOYX vs VMCIX
LVOYX vs VMCIX Comparison
Open Charts LVOYX vs VMCIX
Lord Abbett Value Opportunities I
Price$20.33
Change-$0.30 (-1.45%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Institutional
Price$68.11
Change-$0.82 (-1.19%)
VolumeN/A
CapitalizationN/A
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LVOYX vs VMCIX Comparison Chart
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LVOYX vs. VMCIX commentary
Sep 07, 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 StrongSell and VMCIX is a Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 172B vs. LVOYX (1.23B). VMCIX pays higher dividends than LVOYX: VMCIX (1.50) vs LVOYX (0.31). LVOYX was incepted earlier than VMCIX: LVOYX (19 years) vs VMCIX (26 years). LVOYX is a more actively managed with annual turnover of: 19.00 vs. VMCIX (13.00). LVOYX has a lower initial minimum investment than VMCIX: LVOYX (1000000) vs VMCIX (5000000). LVOYX (16.06) and VMCIX (15.94) have marching annual gain over last year. VMCIX return over 5 years is better than : 51.91 vs. LVOYX (9.10).
| LVOYX | VMCIX | LVOYX / VMCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 26 years | - |
| Gain YTD | 9.617 | 8.487 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 172B | 1% |
| Annual Yield % from dividends | 0.31 | 1.50 | 20% |
| Returns for 1 year | 16.06 | 15.94 | 101% |
| Returns for 3 years | -15.03 | 1.69 | -891% |
| Returns for 5 years | 9.10 | 51.91 | 18% |
| Returns for 10 years | -6.18 | 114.32 | -5% |