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LVOYX vs VMCPX
LVOYX vs VMCPX Comparison
Open Charts LVOYX vs VMCPX
Lord Abbett Value Opportunities I
Price$19.75
Change-$0.16 (-0.80%)
VolumeN/A
Net Assets1.13B
Vanguard Mid Cap Index InstitutionalPlus
Price$380.51
Change-$0.22 (-0.06%)
VolumeN/A
Net Assets192.45B
LVOYX vs VMCPX Comparison Chart in %
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LVOYX vs. VMCPX commentary
Jul 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 Hold and VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 192B vs. LVOYX (1.13B). VMCPX pays higher dividends than LVOYX: VMCPX (1.54) vs LVOYX (0.21). LVOYX was incepted earlier than VMCPX: LVOYX (20 years) vs VMCPX (15 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 : 16.71 vs. LVOYX (0.90). VMCPX return over 5 years is better than : 72.85 vs. LVOYX (20.78).
| 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 | 20 years | 15 years | - |
| Gain YTD | -1.387 | 6.982 | -20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 192B | 1% |
| Annual Yield % from dividends | 0.21 | 1.54 | 14% |
| Returns for 1 year | 0.90 | 16.71 | 5% |
| Returns for 3 years | 13.30 | 40.23 | 33% |
| Returns for 5 years | 20.78 | 72.85 | 29% |
| Returns for 10 years | -3.31 | 125.72 | -3% |
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