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LVOYX vs VMCPX
LVOYX vs VMCPX Comparison
Open Charts LVOYX vs VMCPX
Lord Abbett Value Opportunities I
Price$18.17
Change+$0.46 (+2.60%)
VolumeN/A
Net Assets1.04B
Vanguard Mid Cap Index InstitutionalPlus
Price$342.79
Change+$6.29 (+1.87%)
VolumeN/A
Net Assets175.23B
LVOYX vs VMCPX Comparison Chart
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LVOYX vs. VMCPX commentary
Apr 25, 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 (1.04B). VMCPX pays higher dividends than LVOYX: VMCPX (1.61) vs LVOYX (0.22). LVOYX was incepted earlier than VMCPX: LVOYX (19 years) vs VMCPX (14 years). LVOYX (0.93) is less costly to investors than VMCPX (0.03). LVOYX is a more actively managed with annual turnover of: 33.00 vs. VMCPX (13.00). 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 : 4.36 vs. LVOYX (-10.11). VMCPX return over 5 years is better than : 73.08 vs. LVOYX (21.07).
| LVOYX | VMCPX | LVOYX / VMCPX | |
| Total Expense Ratio | 0.93 | 0.03 | 3,100% |
| Annual Report Gross Expense Ratio | 0.93 | 0.03 | 3,100% |
| Fund Existence | 19 years | 14 years | - |
| Gain YTD | -12.283 | -5.447 | 226% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.04B | 175B | 1% |
| Annual Yield % from dividends | 0.22 | 1.61 | 14% |
| Returns for 1 year | -10.11 | 4.36 | -232% |
| Returns for 3 years | -10.02 | 10.24 | -98% |
| Returns for 5 years | 21.07 | 73.08 | 29% |
| Returns for 10 years | -14.40 | 96.37 | -15% |
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