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LVOSX vs VIMSX
LVOSX vs VIMSX Comparison
Open Charts LVOSX vs VIMSX
Lord Abbett Value Opportunities R4
Price$18.49
Change-$0.18 (-0.96%)
VolumeN/A
Net Assets1.12B
Vanguard Mid Cap Index Investor
Price$78.00
Change-$0.19 (-0.24%)
VolumeN/A
Net Assets196.76B
LVOSX vs VIMSX Comparison Chart in %
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LVOSX vs. VIMSX commentary
Aug 18, 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 LVOSX is a Buy and VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 197B vs. LVOSX (1.12B). VIMSX pays higher dividends than LVOSX: VIMSX (1.37) vs LVOSX (0.00). LVOSX was incepted earlier than VIMSX: LVOSX (10 years) vs VIMSX (27 years). LVOSX (1.19) is less costly to investors than VIMSX (0.17). LVOSX is a more actively managed with annual turnover of: 33.00 vs. VIMSX (16.00). LVOSX has a lower initial minimum investment than VIMSX: LVOSX (0) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 14.31 vs. LVOSX (-5.52). VIMSX return over 5 years is better than : 62.16 vs. LVOSX (7.58).
| LVOSX | VIMSX | LVOSX / VIMSX | |
| Total Expense Ratio | 1.19 | 0.17 | 700% |
| Annual Report Gross Expense Ratio | 1.19 | 0.17 | 700% |
| Fund Existence | 10 years | 27 years | - |
| Gain YTD | -1.962 | 8.291 | -24% |
| 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 | -5.52 | 14.31 | -39% |
| Returns for 3 years | -0.35 | 26.39 | -1% |
| Returns for 5 years | 7.58 | 62.16 | 12% |
| Returns for 10 years | -9.09 | 125.09 | -7% |
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