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LDFVX vs VIVAX
LDFVX vs VIVAX Comparison
Open Charts LDFVX vs VIVAX
Lord Abbett Fundamental Equity A
Price$16.10
Change-$1.29 (-7.42%)
VolumeN/A
Net Assets2.12B
Vanguard Value Index I
Price$74.34
Change+$0.66 (+0.90%)
VolumeN/A
Net Assets207.95B
LDFVX vs VIVAX Comparison Chart in %
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LDFVX vs. VIVAX commentary
Dec 04, 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 Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. LDFVX (2.12B). VIVAX pays higher dividends than LDFVX: VIVAX (1.93) vs LDFVX (0.00). 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). LDFVX annual gain was more profitable for investors over the last year : 9.99 vs. VIVAX (4.76). VIVAX return over 5 years is better than : 61.14 vs. LDFVX (50.49).
| 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 | 15.395 | 11.753 | 131% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 3000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.12B | 208B | 1% |
| Annual Yield % from dividends | 0.00 | 1.93 | - |
| Returns for 1 year | 9.99 | 4.76 | 210% |
| Returns for 3 years | 42.36 | 29.79 | 142% |
| Returns for 5 years | 50.49 | 61.14 | 83% |
| Returns for 10 years | 54.59 | 127.21 | 43% |
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