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LDFVX vs VIVAX
LDFVX vs VIVAX Comparison
Open Charts LDFVX vs VIVAX
Lord Abbett Fundamental Equity A
Price$16.31
Change+$0.15 (+0.93%)
VolumeN/A
Net Assets2.04B
Vanguard Value Index I
Price$70.47
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
LDFVX vs VIVAX Comparison Chart in %
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LDFVX vs. VIVAX commentary
Jul 27, 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 LDFVX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. LDFVX (2.04B). VIVAX pays higher dividends than LDFVX: VIVAX (2.06) vs LDFVX (0.79). LDFVX was incepted earlier than VIVAX: LDFVX (29 years) vs VIVAX (33 years). LDFVX (0.95) is less costly to investors than VIVAX (0.17). LDFVX is a more actively managed with annual turnover of: 39.00 vs. VIVAX (9.00). LDFVX has a lower initial minimum investment than VIVAX: LDFVX (1500) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 9.76 vs. LDFVX (8.94). VIVAX return over 5 years is better than : 74.87 vs. LDFVX (58.37).
| LDFVX | VIVAX | LDFVX / VIVAX | |
| Total Expense Ratio | 0.95 | 0.17 | 559% |
| Annual Report Gross Expense Ratio | 0.95 | 0.17 | 559% |
| Fund Existence | 29 years | 33 years | - |
| Gain YTD | 8.228 | 6.724 | 122% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 3000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.04B | 195B | 1% |
| Annual Yield % from dividends | 0.79 | 2.06 | 38% |
| Returns for 1 year | 8.94 | 9.76 | 92% |
| Returns for 3 years | 38.31 | 34.31 | 112% |
| Returns for 5 years | 58.37 | 74.87 | 78% |
| Returns for 10 years | 29.43 | 116.32 | 25% |
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