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LVOYX vs VMCPX
LVOYX vs VMCPX Comparison
Open Charts LVOYX vs VMCPX
Lord Abbett Value Opportunities I
Price$18.56
Change+$0.03 (+0.16%)
VolumeN/A
Net Assets1.08B
Vanguard Mid Cap Index InstitutionalPlus
Price$354.15
Change+$3.07 (+0.87%)
VolumeN/A
Net Assets175.12B
LVOYX vs VMCPX Comparison Chart
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LVOYX vs. VMCPX 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 VMCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 175B vs. LVOYX (1.08B). VMCPX pays higher dividends than LVOYX: VMCPX (1.62) vs LVOYX (0.22). LVOYX was incepted earlier than VMCPX: LVOYX (19 years) vs VMCPX (14 years). LVOYX (0.94) is less costly to investors than VMCPX (0.03). LVOYX is a more actively managed with annual turnover of: 33.00 vs. VMCPX (16.00). LVOYX has a lower initial minimum investment than VMCPX: LVOYX (1000000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 6.37 vs. LVOYX (-9.25). VMCPX return over 5 years is better than : 70.90 vs. LVOYX (17.66).
| LVOYX | VMCPX | LVOYX / VMCPX | |
| Total Expense Ratio | 0.94 | 0.03 | 3,133% |
| Annual Report Gross Expense Ratio | 0.94 | 0.03 | 3,133% |
| Fund Existence | 19 years | 14 years | - |
| Gain YTD | -8.569 | -1.889 | 454% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 175B | 1% |
| Annual Yield % from dividends | 0.22 | 1.62 | 14% |
| Returns for 1 year | -9.25 | 6.37 | -145% |
| Returns for 3 years | -2.77 | 20.49 | -13% |
| Returns for 5 years | 17.66 | 70.90 | 25% |
| Returns for 10 years | -10.35 | 103.40 | -10% |
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