Interact to see
Advertisement
Advertisement
LVOAX vs VIMSX
LVOAX vs VIMSX Comparison
Open Charts LVOAX vs VIMSX
Lord Abbett Value Opportunities A
Price$19.01
Change+$0.05 (+0.26%)
VolumeN/A
Net Assets1.14B
Vanguard Mid Cap Index Investor
Price$79.00
Change-$0.11 (-0.14%)
VolumeN/A
Net Assets199.16B
LVOAX vs VIMSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LVOAX vs. VIMSX commentary
Sep 06, 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: 199B vs. LVOAX (1.14B). 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 : 15.02 vs. LVOAX (-1.81). VIMSX return over 5 years is better than : 64.92 vs. LVOAX (13.16).
| 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 | 0.582 | 9.679 | 6% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 3000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 199B | 1% |
| Annual Yield % from dividends | 0.00 | 1.35 | - |
| Returns for 1 year | -1.81 | 15.02 | -12% |
| Returns for 3 years | 12.69 | 41.01 | 31% |
| Returns for 5 years | 13.16 | 64.92 | 20% |
| Returns for 10 years | -1.39 | 140.93 | -1% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement