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LDFVX vs VIVAX
LDFVX vs VIVAX Comparison
Open Charts LDFVX vs VIVAX
Lord Abbett Fundamental Equity A
Price$15.31
Change-$0.15 (-0.97%)
VolumeN/A
Net Assets1.92B
Vanguard Value Index I
Price$67.64
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
LDFVX vs VIVAX Comparison Chart
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LDFVX vs. VIVAX commentary
Jun 16, 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: 189B vs. LDFVX (1.92B). VIVAX pays higher dividends than LDFVX: VIVAX (2.16) vs LDFVX (0.82). 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 : 8.01 vs. LDFVX (4.83). VIVAX return over 5 years is better than : 72.56 vs. LDFVX (53.75).
| 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 | 1.593 | 2.419 | 66% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 3000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.92B | 189B | 1% |
| Annual Yield % from dividends | 0.82 | 2.16 | 38% |
| Returns for 1 year | 4.83 | 8.01 | 60% |
| Returns for 3 years | 34.31 | 32.20 | 107% |
| Returns for 5 years | 53.75 | 72.56 | 74% |
| Returns for 10 years | 19.20 | 103.54 | 19% |
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