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LVOQX vs VIMSX
LVOQX vs VIMSX Comparison
Open Charts LVOQX vs VIMSX
Lord Abbett Value Opportunities R2
Price$16.98
Change-$0.17 (-0.99%)
VolumeN/A
Net Assets1.12B
Vanguard Mid Cap Index Investor
Price$78.00
Change-$0.19 (-0.24%)
VolumeN/A
Net Assets196.76B
LVOQX vs VIMSX Comparison Chart in %
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LVOQX vs. VIMSX commentary
Aug 17, 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 Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 197B vs. LVOQX (1.12B). VIMSX pays higher dividends than LVOQX: VIMSX (1.37) 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 : 14.31 vs. LVOQX (-3.65). VIMSX return over 5 years is better than : 62.16 vs. LVOQX (4.96).
| 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 | -1.210 | 8.291 | -15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.12B | 197B | 1% |
| Annual Yield % from dividends | 0.00 | 1.37 | - |
| Returns for 1 year | -3.65 | 14.31 | -26% |
| Returns for 3 years | -0.98 | 26.39 | -4% |
| Returns for 5 years | 4.96 | 62.16 | 8% |
| Returns for 10 years | -14.35 | 125.09 | -11% |
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