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LVOTX vs VIMSX
LVOTX vs VIMSX Comparison
Open Charts LVOTX vs VIMSX
Lord Abbett Value Opportunities R5
Price$20.19
Change-$0.03 (-0.15%)
VolumeN/A
Net Assets1.12B
Vanguard Mid Cap Index Investor
Price$81.03
Change+$1.02 (+1.27%)
VolumeN/A
Net Assets198.74B
LVOTX vs VIMSX Comparison Chart in %
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LVOTX vs. VIMSX commentary
Feb 04, 2026
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 Hold and VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 199B vs. LVOTX (1.12B). VIMSX pays higher dividends than LVOTX: VIMSX (1.37) vs LVOTX (0.44). LVOTX was incepted earlier than VIMSX: LVOTX (11 years) vs VIMSX (28 years). LVOTX (0.94) is less costly to investors than VIMSX (0.17). LVOTX is a more actively managed with annual turnover of: 36.00 vs. VIMSX (16.00). LVOTX has a lower initial minimum investment than VIMSX: LVOTX (0) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 8.23 vs. LVOTX (-1.61). VIMSX return over 5 years is better than : 38.77 vs. LVOTX (-3.81).
| LVOTX | VIMSX | LVOTX / VIMSX | |
| Total Expense Ratio | 0.94 | 0.17 | 553% |
| Annual Report Gross Expense Ratio | 0.94 | 0.17 | 553% |
| Fund Existence | 11 years | 28 years | - |
| Gain YTD | 4.992 | 2.272 | 220% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.12B | 199B | 1% |
| Annual Yield % from dividends | 0.44 | 1.37 | 32% |
| Returns for 1 year | -1.61 | 8.23 | -20% |
| Returns for 3 years | 12.35 | 33.97 | 36% |
| Returns for 5 years | -3.81 | 38.77 | -10% |
| Returns for 10 years | 22.02 | 180.15 | 12% |
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