LVOTX
Price
$20.37
Change
+$0.05 (+0.25%)
Updated
Sep 5 closing price
Net Assets
1.14B
VIMSX
Price
$79.00
Change
-$0.11 (-0.14%)
Updated
Sep 5 closing price
Net Assets
199.16B
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LVOTX vs VIMSX

Header iconLVOTX vs VIMSX Comparison
Open Charts LVOTX vs VIMSXBanner chart's image
Lord Abbett Value Opportunities R5
Price$20.37
Change+$0.05 (+0.25%)
VolumeN/A
Net Assets1.14B
Vanguard Mid Cap Index Investor
Price$79.00
Change-$0.11 (-0.14%)
VolumeN/A
Net Assets199.16B
LVOTX vs VIMSX Comparison Chart in %
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LVOTX vs. VIMSX 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 VIMSX is a Buy.

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FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 199B vs. LVOTX (1.14B). VIMSX pays higher dividends than LVOTX: VIMSX (1.35) vs LVOTX (0.20). LVOTX was incepted earlier than VIMSX: LVOTX (10 years) vs VIMSX (27 years). LVOTX (0.94) is less costly to investors than VIMSX (0.17). LVOTX is a more actively managed with annual turnover of: 33.00 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 : 15.02 vs. LVOTX (-1.17). VIMSX return over 5 years is better than : 64.92 vs. LVOTX (16.22).
LVOTXVIMSXLVOTX / VIMSX
Total Expense Ratio0.940.17553%
Annual Report Gross Expense Ratio0.940.17553%
Fund Existence10 years27 years-
Gain YTD0.7929.6798%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.14B199B1%
Annual Yield % from dividends0.201.3515%
Returns for 1 year-1.1715.02-8%
Returns for 3 years14.3641.0135%
Returns for 5 years16.2264.9225%
Returns for 10 years3.93140.933%
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