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LVOFX vs VIMSX
LVOFX vs VIMSX Comparison
Open Charts LVOFX vs VIMSX
Lord Abbett Value Opportunities F
Price$19.33
Change+$0.14 (+0.73%)
VolumeN/A
Net Assets1.14B
Vanguard Mid Cap Index Investor
Price$77.52
Change+$0.46 (+0.60%)
VolumeN/A
Net Assets185.28B
LVOFX vs VIMSX Comparison Chart in %
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LVOFX vs. VIMSX commentary
Jul 07, 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 LVOFX is a Buy and VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 185B vs. LVOFX (1.14B). VIMSX pays higher dividends than LVOFX: VIMSX (1.40) vs LVOFX (0.11). LVOFX was incepted earlier than VIMSX: LVOFX (18 years) vs VIMSX (27 years). LVOFX (1.04) is less costly to investors than VIMSX (0.17). LVOFX is a more actively managed with annual turnover of: 33.00 vs. VIMSX (16.00). LVOFX has a lower initial minimum investment than VIMSX: LVOFX (0) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 17.63 vs. LVOFX (0.15). VIMSX return over 5 years is better than : 73.64 vs. LVOFX (18.76).
| LVOFX | VIMSX | LVOFX / VIMSX | |
| Total Expense Ratio | 1.04 | 0.17 | 612% |
| Annual Report Gross Expense Ratio | 1.04 | 0.17 | 612% |
| Fund Existence | 18 years | 27 years | - |
| Gain YTD | -1.428 | 7.625 | -19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 185B | 1% |
| Annual Yield % from dividends | 0.11 | 1.40 | 8% |
| Returns for 1 year | 0.15 | 17.63 | 1% |
| Returns for 3 years | 13.42 | 43.06 | 31% |
| Returns for 5 years | 18.76 | 73.64 | 25% |
| Returns for 10 years | -5.24 | 127.44 | -4% |
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