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LVOTX vs VEMPX
LVOTX vs VEMPX Comparison
Open Charts LVOTX vs VEMPX
Lord Abbett Value Opportunities R5
Price$20.37
Change+$0.05 (+0.25%)
VolumeN/A
Net Assets1.14B
Vanguard Extended Market Index InstlPlus
Price$388.92
Change+$2.07 (+0.54%)
VolumeN/A
Net Assets81.53B
LVOTX vs VEMPX Comparison Chart in %
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LVOTX vs. VEMPX commentary
Sep 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 LVOTX is a Buy and VEMPX is a Hold.
FUNDAMENTALS
Fundamentals
VEMPX has more cash in the bank: 81.5B vs. LVOTX (1.14B). VEMPX pays higher dividends than LVOTX: VEMPX (1.09) vs LVOTX (0.20). LVOTX was incepted earlier than VEMPX: LVOTX (10 years) vs VEMPX (15 years). LVOTX (0.94) is less costly to investors than VEMPX (0.04). LVOTX is a more actively managed with annual turnover of: 33.00 vs. VEMPX (11.00). LVOTX has a lower initial minimum investment than VEMPX: LVOTX (0) vs VEMPX (100000000). VEMPX annual gain was more profitable for investors over the last year : 20.38 vs. LVOTX (-1.17). VEMPX return over 5 years is better than : 62.63 vs. LVOTX (16.22).
| LVOTX | VEMPX | LVOTX / VEMPX | |
| Total Expense Ratio | 0.94 | 0.04 | 2,350% |
| Annual Report Gross Expense Ratio | 0.94 | 0.04 | 2,350% |
| Fund Existence | 10 years | 15 years | - |
| Gain YTD | 0.792 | 9.550 | 8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 81.5B | 1% |
| Annual Yield % from dividends | 0.20 | 1.09 | 19% |
| Returns for 1 year | -1.17 | 20.38 | -6% |
| Returns for 3 years | 14.36 | 52.00 | 28% |
| Returns for 5 years | 16.22 | 62.63 | 26% |
| Returns for 10 years | 3.93 | 149.06 | 3% |
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