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LVOTX vs VIMSX
LVOTX vs VIMSX Comparison
Open Charts LVOTX vs VIMSX
Lord Abbett Value Opportunities R5
Price$20.12
Change-$0.30 (-1.47%)
VolumeN/A
Net Assets1.11B
Vanguard Mid Cap Index Investor
Price$78.42
Change-$1.34 (-1.68%)
VolumeN/A
Net Assets198.55B
LVOTX vs VIMSX Comparison Chart in %
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LVOTX vs. VIMSX commentary
Nov 14, 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 Hold and VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 199B vs. LVOTX (1.11B). VIMSX pays higher dividends than LVOTX: VIMSX (1.38) vs LVOTX (0.21). LVOTX was incepted earlier than VIMSX: LVOTX (10 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: 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 : 5.67 vs. LVOTX (-10.51). VIMSX return over 5 years is better than : 52.23 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 | 10 years | 28 years | - |
| Gain YTD | 1.039 | 10.764 | 10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 199B | 1% |
| Annual Yield % from dividends | 0.21 | 1.38 | 15% |
| Returns for 1 year | -10.51 | 5.67 | -185% |
| Returns for 3 years | 11.05 | 37.82 | 29% |
| Returns for 5 years | 3.81 | 52.23 | 7% |
| Returns for 10 years | 6.70 | 148.83 | 5% |
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