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LVOTX vs VEXMX
LVOTX vs VEXMX Comparison
Open Charts LVOTX vs VEXMX
Lord Abbett Value Opportunities R5
Price$20.37
Change+$0.05 (+0.25%)
VolumeN/A
Net Assets1.14B
Vanguard Extended Market Index Investor
Price$157.70
Change+$0.83 (+0.53%)
VolumeN/A
Net Assets81.53B
LVOTX vs VEXMX Comparison Chart in %
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LVOTX vs. VEXMX 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 VEXMX is a Hold.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 81.5B vs. LVOTX (1.14B). VEXMX pays higher dividends than LVOTX: VEXMX (0.95) vs LVOTX (0.20). LVOTX was incepted earlier than VEXMX: LVOTX (10 years) vs VEXMX (38 years). LVOTX (0.94) is less costly to investors than VEXMX (0.19). LVOTX is a more actively managed with annual turnover of: 33.00 vs. VEXMX (11.00). LVOTX has a lower initial minimum investment than VEXMX: LVOTX (0) vs VEXMX (3000). VEXMX annual gain was more profitable for investors over the last year : 20.33 vs. LVOTX (-1.17). VEXMX return over 5 years is better than : 62.37 vs. LVOTX (16.22).
| LVOTX | VEXMX | LVOTX / VEXMX | |
| Total Expense Ratio | 0.94 | 0.19 | 495% |
| Annual Report Gross Expense Ratio | 0.94 | 0.19 | 495% |
| Fund Existence | 10 years | 38 years | - |
| Gain YTD | 0.792 | 9.506 | 8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 81.5B | 1% |
| Annual Yield % from dividends | 0.20 | 0.95 | 21% |
| Returns for 1 year | -1.17 | 20.33 | -6% |
| Returns for 3 years | 14.36 | 51.87 | 28% |
| Returns for 5 years | 16.22 | 62.37 | 26% |
| Returns for 10 years | 3.93 | 148.23 | 3% |
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