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LVOAX vs VIMSX
LVOAX vs VIMSX Comparison
Open Charts LVOAX vs VIMSX
Lord Abbett Value Opportunities A
Price$18.93
Change+$0.17 (+0.91%)
VolumeN/A
Net Assets1.12B
Vanguard Mid Cap Index Investor
Price$79.84
Change+$0.88 (+1.11%)
VolumeN/A
Net Assets199.16B
LVOAX vs VIMSX Comparison Chart in %
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LVOAX vs. VIMSX commentary
Sep 28, 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 Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 199B vs. LVOAX (1.12B). VIMSX pays higher dividends than LVOAX: VIMSX (1.35) vs LVOAX (0.00). LVOAX was incepted earlier than VIMSX: LVOAX (20 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 : 11.57 vs. LVOAX (-6.56). VIMSX return over 5 years is better than : 70.75 vs. LVOAX (17.00).
| LVOAX | VIMSX | LVOAX / VIMSX | |
| Total Expense Ratio | 1.19 | 0.17 | 700% |
| Annual Report Gross Expense Ratio | 1.19 | 0.17 | 700% |
| Fund Existence | 20 years | 27 years | - |
| Gain YTD | 0.159 | 10.845 | 1% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 3000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.12B | 199B | 1% |
| Annual Yield % from dividends | 0.00 | 1.35 | - |
| Returns for 1 year | -6.56 | 11.57 | -57% |
| Returns for 3 years | 22.52 | 55.74 | 40% |
| Returns for 5 years | 17.00 | 70.75 | 24% |
| Returns for 10 years | 3.70 | 160.66 | 2% |
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