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LVORX vs VIMSX
LVORX vs VIMSX Comparison
Open Charts LVORX vs VIMSX
Lord Abbett Value Opportunities R3
Price$16.51
Change-$0.25 (-1.49%)
VolumeN/A
Net Assets1.08B
Vanguard Mid Cap Index Investor
Price$74.01
Change-$0.86 (-1.15%)
VolumeN/A
Net Assets185.28B
LVORX vs VIMSX Comparison Chart
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LVORX vs. VIMSX commentary
Jun 15, 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 LVORX is a Buy and VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 185B vs. LVORX (1.08B). VIMSX pays higher dividends than LVORX: VIMSX (1.40) vs LVORX (0.00). LVORX was incepted earlier than VIMSX: LVORX (18 years) vs VIMSX (27 years). LVORX (1.44) is less costly to investors than VIMSX (0.17). LVORX is a more actively managed with annual turnover of: 33.00 vs. VIMSX (16.00). LVORX has a lower initial minimum investment than VIMSX: LVORX (0) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 11.58 vs. LVORX (-6.83). VIMSX return over 5 years is better than : 69.57 vs. LVORX (8.62).
| LVORX | VIMSX | LVORX / VIMSX | |
| Total Expense Ratio | 1.44 | 0.17 | 847% |
| Annual Report Gross Expense Ratio | 1.44 | 0.17 | 847% |
| Fund Existence | 18 years | 27 years | - |
| Gain YTD | -7.247 | 2.751 | -263% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 185B | 1% |
| Annual Yield % from dividends | 0.00 | 1.40 | - |
| Returns for 1 year | -6.83 | 11.58 | -59% |
| Returns for 3 years | 4.56 | 39.11 | 12% |
| Returns for 5 years | 8.62 | 69.57 | 12% |
| Returns for 10 years | -18.94 | 114.00 | -17% |
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