Interact to see
Advertisement
Advertisement
LDFVX vs VIVAX
LDFVX vs VIVAX Comparison
Open Charts LDFVX vs VIVAX
Lord Abbett Fundamental Equity A
Price$16.29
Change-$0.10 (-0.61%)
VolumeN/A
Net Assets2.03B
Vanguard Value Index I
Price$70.33
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets195.81B
LDFVX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LDFVX vs. VIVAX commentary
Aug 18, 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: 196B vs. LDFVX (2.03B). VIVAX pays higher dividends than LDFVX: VIVAX (2.06) vs LDFVX (0.78). 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 : 7.90 vs. LDFVX (6.89). VIVAX return over 5 years is better than : 68.56 vs. LDFVX (51.86).
| 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 | 8.096 | 6.512 | 124% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 3000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.03B | 196B | 1% |
| Annual Yield % from dividends | 0.78 | 2.06 | 38% |
| Returns for 1 year | 6.89 | 7.90 | 87% |
| Returns for 3 years | 27.70 | 25.93 | 107% |
| Returns for 5 years | 51.86 | 68.56 | 76% |
| Returns for 10 years | 28.89 | 114.64 | 25% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement