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LVOAX vs VMCPX
LVOAX vs VMCPX Comparison
Open Charts LVOAX vs VMCPX
Lord Abbett Value Opportunities A
Price$17.54
Change-$0.27 (-1.52%)
VolumeN/A
Net Assets1.08B
Vanguard Mid Cap Index InstitutionalPlus
Price$365.78
Change-$4.27 (-1.15%)
VolumeN/A
Net Assets185.28B
LVOAX vs VMCPX Comparison Chart
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LVOAX vs. VMCPX 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 VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 185B vs. LVOAX (1.08B). VMCPX pays higher dividends than LVOAX: VMCPX (1.54) vs LVOAX (0.00). LVOAX was incepted earlier than VMCPX: LVOAX (19 years) vs VMCPX (15 years). LVOAX (1.19) is less costly to investors than VMCPX (0.03). LVOAX is a more actively managed with annual turnover of: 33.00 vs. VMCPX (16.00). LVOAX has a lower initial minimum investment than VMCPX: LVOAX (1500) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 11.60 vs. LVOAX (-6.25). VMCPX return over 5 years is better than : 69.72 vs. LVOAX (11.22).
| LVOAX | VMCPX | LVOAX / VMCPX | |
| Total Expense Ratio | 1.19 | 0.03 | 3,967% |
| Annual Report Gross Expense Ratio | 1.19 | 0.03 | 3,967% |
| Fund Existence | 19 years | 15 years | - |
| Gain YTD | -7.196 | 2.781 | -259% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 185B | 1% |
| Annual Yield % from dividends | 0.00 | 1.54 | - |
| Returns for 1 year | -6.25 | 11.60 | -54% |
| Returns for 3 years | 5.99 | 39.16 | 15% |
| Returns for 5 years | 11.22 | 69.72 | 16% |
| Returns for 10 years | -15.03 | 114.26 | -13% |
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