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LVOSX vs VMCPX
LVOSX vs VMCPX Comparison
Open Charts LVOSX vs VMCPX
Lord Abbett Value Opportunities R4
Price$18.49
Change-$0.18 (-0.96%)
VolumeN/A
Net Assets1.12B
Vanguard Mid Cap Index InstitutionalPlus
Price$385.48
Change-$0.94 (-0.24%)
VolumeN/A
Net Assets196.76B
LVOSX vs VMCPX Comparison Chart in %
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LVOSX vs. VMCPX 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 VMCPX is a Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 197B vs. LVOSX (1.12B). VMCPX pays higher dividends than LVOSX: VMCPX (1.51) vs LVOSX (0.00). LVOSX was incepted earlier than VMCPX: LVOSX (10 years) vs VMCPX (15 years). LVOSX (1.19) is less costly to investors than VMCPX (0.03). LVOSX is a more actively managed with annual turnover of: 33.00 vs. VMCPX (16.00). LVOSX has a lower initial minimum investment than VMCPX: LVOSX (0) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 14.33 vs. LVOSX (-5.52). VMCPX return over 5 years is better than : 62.30 vs. LVOSX (7.58).
| LVOSX | VMCPX | LVOSX / VMCPX | |
| Total Expense Ratio | 1.19 | 0.03 | 3,967% |
| Annual Report Gross Expense Ratio | 1.19 | 0.03 | 3,967% |
| Fund Existence | 10 years | 15 years | - |
| Gain YTD | -1.962 | 8.316 | -24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.12B | 197B | 1% |
| Annual Yield % from dividends | 0.00 | 1.51 | - |
| Returns for 1 year | -5.52 | 14.33 | -39% |
| Returns for 3 years | -0.35 | 26.46 | -1% |
| Returns for 5 years | 7.58 | 62.30 | 12% |
| Returns for 10 years | -9.09 | 125.31 | -7% |