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LVOAX vs VIMSX
LVOAX vs VIMSX Comparison
Open Charts LVOAX vs VIMSX
Lord Abbett Value Opportunities A
Price$17.54
Change-$0.27 (-1.52%)
VolumeN/A
Net Assets1.08B
Vanguard Mid Cap Index Investor
Price$74.01
Change-$0.86 (-1.15%)
VolumeN/A
Net Assets185.28B
LVOAX vs VIMSX Comparison Chart
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LVOAX vs. VIMSX 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 LVOAX is a Buy and VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 185B vs. LVOAX (1.08B). VIMSX pays higher dividends than LVOAX: VIMSX (1.40) vs LVOAX (0.00). LVOAX was incepted earlier than VIMSX: LVOAX (19 years) vs VIMSX (27 years). LVOAX (1.19) is less costly to investors than VIMSX (0.17). LVOAX is a more actively managed with annual turnover of: 33.00 vs. VIMSX (16.00). LVOAX has a lower initial minimum investment than VIMSX: LVOAX (1500) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 11.58 vs. LVOAX (-6.25). VIMSX return over 5 years is better than : 69.57 vs. LVOAX (11.22).
| LVOAX | VIMSX | LVOAX / VIMSX | |
| Total Expense Ratio | 1.19 | 0.17 | 700% |
| Annual Report Gross Expense Ratio | 1.19 | 0.17 | 700% |
| Fund Existence | 19 years | 27 years | - |
| Gain YTD | -7.196 | 2.751 | -262% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 3000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 185B | 1% |
| Annual Yield % from dividends | 0.00 | 1.40 | - |
| Returns for 1 year | -6.25 | 11.58 | -54% |
| Returns for 3 years | 5.99 | 39.11 | 15% |
| Returns for 5 years | 11.22 | 69.57 | 16% |
| Returns for 10 years | -15.03 | 114.00 | -13% |
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