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LAVTX vs VVIAX
LAVTX vs VVIAX Comparison
Open Charts LAVTX vs VVIAX
Lord Abbett Fundamental Equity R5
Price$16.49
Change+$0.16 (+0.98%)
VolumeN/A
Net Assets2.04B
Vanguard Value Index Adm
Price$70.44
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
LAVTX vs VVIAX Comparison Chart in %
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LAVTX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. LAVTX (2.04B). VVIAX pays higher dividends than LAVTX: VVIAX (2.18) vs LAVTX (1.02). LAVTX was incepted earlier than VVIAX: LAVTX (10 years) vs VVIAX (25 years). LAVTX (0.70) is less costly to investors than VVIAX (0.05). LAVTX is a more actively managed with annual turnover of: 39.00 vs. VVIAX (9.00). LAVTX has a lower initial minimum investment than VVIAX: LAVTX (0) vs VVIAX (3000). VVIAX (9.75) and LAVTX (9.30) have marching annual gain over last year. VVIAX return over 5 years is better than : 74.87 vs. LAVTX (59.88).
| LAVTX | VVIAX | LAVTX / VVIAX | |
| Total Expense Ratio | 0.70 | 0.05 | 1,400% |
| Annual Report Gross Expense Ratio | 0.70 | 0.05 | 1,400% |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | 8.487 | 6.714 | 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 | 2.18 | 47% |
| Returns for 1 year | 9.30 | 9.75 | 95% |
| Returns for 3 years | 39.22 | 34.32 | 114% |
| Returns for 5 years | 59.88 | 74.87 | 80% |
| Returns for 10 years | 32.08 | 116.26 | 28% |
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