Interact to see
Advertisement
Advertisement
LAVTX vs VIVAX
LAVTX vs VIVAX Comparison
Open Charts LAVTX vs VIVAX
Lord Abbett Fundamental Equity R5
Price$16.49
Change+$0.16 (+0.98%)
VolumeN/A
Net Assets2.04B
Vanguard Value Index I
Price$70.47
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
LAVTX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LAVTX vs. VIVAX commentary
Jul 28, 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: 195B vs. LAVTX (2.04B). 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 (9.76) and LAVTX (9.30) have marching annual gain over last year. VIVAX return over 5 years is better than : 74.87 vs. LAVTX (59.88).
| 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 | 8.487 | 6.724 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.04B | 195B | 1% |
| Annual Yield % from dividends | 1.02 | 2.06 | 49% |
| Returns for 1 year | 9.30 | 9.76 | 95% |
| Returns for 3 years | 39.22 | 34.31 | 114% |
| Returns for 5 years | 59.88 | 74.87 | 80% |
| Returns for 10 years | 32.08 | 116.32 | 28% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement