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LVOQX vs VIMSX
LVOQX vs VIMSX Comparison
Open Charts LVOQX vs VIMSX
Lord Abbett Value Opportunities R2
Price$17.07
Change+$0.12 (+0.71%)
VolumeN/A
Net Assets1.14B
Vanguard Mid Cap Index Investor
Price$77.52
Change+$0.46 (+0.60%)
VolumeN/A
Net Assets185.28B
LVOQX vs VIMSX Comparison Chart in %
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LVOQX 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 LVOQX is a Buy and VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 185B vs. LVOQX (1.14B). VIMSX pays higher dividends than LVOQX: VIMSX (1.40) vs LVOQX (0.00). LVOQX was incepted earlier than VIMSX: LVOQX (18 years) vs VIMSX (27 years). LVOQX (1.54) is less costly to investors than VIMSX (0.17). LVOQX is a more actively managed with annual turnover of: 33.00 vs. VIMSX (16.00). LVOQX has a lower initial minimum investment than VIMSX: LVOQX (0) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 17.63 vs. LVOQX (-1.10). VIMSX return over 5 years is better than : 73.64 vs. LVOQX (12.82).
| LVOQX | VIMSX | LVOQX / VIMSX | |
| Total Expense Ratio | 1.54 | 0.17 | 906% |
| Annual Report Gross Expense Ratio | 1.54 | 0.17 | 906% |
| Fund Existence | 18 years | 27 years | - |
| Gain YTD | -1.671 | 7.625 | -22% |
| 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 | 0.00 | 1.40 | - |
| Returns for 1 year | -1.10 | 17.63 | -6% |
| Returns for 3 years | 10.20 | 43.06 | 24% |
| Returns for 5 years | 12.82 | 73.64 | 17% |
| Returns for 10 years | -14.11 | 127.44 | -11% |
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