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LAVTX vs VIVAX
LAVTX vs VIVAX Comparison
Open Charts LAVTX vs VIVAX
Lord Abbett Fundamental Equity R5
Price$16.20
Change+$0.11 (+0.68%)
VolumeN/A
Net Assets2B
Vanguard Value Index I
Price$70.13
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
LAVTX vs VIVAX Comparison Chart in %
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LAVTX vs. VIVAX commentary
Jul 07, 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 LAVTX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. LAVTX (2B). VIVAX pays higher dividends than LAVTX: VIVAX (2.06) vs LAVTX (1.02). LAVTX was incepted earlier than VIVAX: LAVTX (10 years) vs VIVAX (33 years). LAVTX (0.70) is less costly to investors than VIVAX (0.17). LAVTX is a more actively managed with annual turnover of: 39.00 vs. VIVAX (9.00). LAVTX has a lower initial minimum investment than VIVAX: LAVTX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 12.04 vs. LAVTX (9.54). VIVAX return over 5 years is better than : 80.14 vs. LAVTX (62.09).
| LAVTX | VIVAX | LAVTX / VIVAX | |
| Total Expense Ratio | 0.70 | 0.17 | 412% |
| Annual Report Gross Expense Ratio | 0.70 | 0.17 | 412% |
| Fund Existence | 10 years | 33 years | - |
| Gain YTD | 6.579 | 6.209 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2B | 189B | 1% |
| Annual Yield % from dividends | 1.02 | 2.06 | 49% |
| Returns for 1 year | 9.54 | 12.04 | 79% |
| Returns for 3 years | 39.42 | 35.16 | 112% |
| Returns for 5 years | 62.09 | 80.14 | 77% |
| Returns for 10 years | 29.67 | 115.74 | 26% |
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