Interact to see
Advertisement
Advertisement
LVORX vs VIMSX
LVORX vs VIMSX Comparison
Open Charts LVORX vs VIMSX
Lord Abbett Value Opportunities R3
Price$17.51
Change+$0.12 (+0.69%)
VolumeN/A
Net Assets1.14B
Vanguard Mid Cap Index Investor
Price$77.52
Change+$0.46 (+0.60%)
VolumeN/A
Net Assets185.28B
LVORX vs VIMSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LVORX vs. VIMSX commentary
Jul 08, 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 (1.14B). 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 : 17.63 vs. LVORX (-0.91). VIMSX return over 5 years is better than : 73.64 vs. LVORX (14.07).
| 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 | -1.629 | 7.625 | -21% |
| 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 | -0.91 | 17.63 | -5% |
| Returns for 3 years | 10.82 | 43.06 | 25% |
| Returns for 5 years | 14.07 | 73.64 | 19% |
| Returns for 10 years | -12.40 | 127.44 | -10% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement