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LVOYX vs VSEMX
LVOYX vs VSEMX Comparison
Open Charts LVOYX vs VSEMX
Lord Abbett Value Opportunities I
Price$20.33
Change-$0.30 (-1.45%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index Instl Sel
Price$207.47
Change-$3.57 (-1.69%)
VolumeN/A
CapitalizationN/A
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LVOYX vs VSEMX Comparison Chart
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LVOYX vs. VSEMX commentary
Sep 08, 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 VSEMX is a Buy.
FUNDAMENTALS
Fundamentals
VSEMX has more cash in the bank: 107B vs. LVOYX (1.23B). VSEMX pays higher dividends than LVOYX: VSEMX (1.23) vs LVOYX (0.31). LVOYX was incepted earlier than VSEMX: LVOYX (19 years) vs VSEMX (8 years). LVOYX is a more actively managed with annual turnover of: 19.00 vs. VSEMX (11.00). LVOYX has a lower initial minimum investment than VSEMX: LVOYX (1000000) vs VSEMX (3000000000). LVOYX (16.06) and VSEMX (15.93) have marching annual gain over last year. VSEMX return over 5 years is better than : 50.82 vs. LVOYX (9.10).
| LVOYX | VSEMX | LVOYX / VSEMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 8 years | - |
| Gain YTD | 9.617 | 5.491 | 175% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 107B | 1% |
| Annual Yield % from dividends | 0.31 | 1.23 | 25% |
| Returns for 1 year | 16.06 | 15.93 | 101% |
| Returns for 3 years | -15.03 | -9.14 | 164% |
| Returns for 5 years | 9.10 | 50.82 | 18% |
| Returns for 10 years | -6.18 | N/A | - |