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LVOFX vs VIMSX
LVOFX vs VIMSX Comparison
Open Charts LVOFX vs VIMSX
Lord Abbett Value Opportunities F
Price$19.63
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets1.13B
Vanguard Mid Cap Index Investor
Price$81.93
Change+$0.17 (+0.21%)
VolumeN/A
Net Assets198.74B
LVOFX vs VIMSX Comparison Chart in %
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LVOFX vs. VIMSX commentary
Jan 16, 2026
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 Hold and VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 199B vs. LVOFX (1.13B). VIMSX pays higher dividends than LVOFX: VIMSX (1.40) vs LVOFX (0.35). LVOFX was incepted earlier than VIMSX: LVOFX (18 years) vs VIMSX (28 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 : 12.63 vs. LVOFX (-0.76). VIMSX return over 5 years is better than : 42.51 vs. LVOFX (-4.42).
| 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 | 28 years | - |
| Gain YTD | 5.424 | 3.408 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 199B | 1% |
| Annual Yield % from dividends | 0.35 | 1.40 | 25% |
| Returns for 1 year | -0.76 | 12.63 | -6% |
| Returns for 3 years | 17.16 | 40.63 | 42% |
| Returns for 5 years | -4.42 | 42.51 | -10% |
| Returns for 10 years | 20.87 | 181.93 | 11% |
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