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LVOTX vs VIMSX
LVOTX vs VIMSX Comparison
Open Charts LVOTX vs VIMSX
Lord Abbett Value Opportunities R5
Price$19.85
Change-$0.19 (-0.95%)
VolumeN/A
Net Assets1.12B
Vanguard Mid Cap Index Investor
Price$78.00
Change-$0.19 (-0.24%)
VolumeN/A
Net Assets196.76B
LVOTX vs VIMSX Comparison Chart in %
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LVOTX vs. VIMSX commentary
Aug 18, 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 Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 197B vs. LVOTX (1.12B). VIMSX pays higher dividends than LVOTX: VIMSX (1.37) vs LVOTX (0.21). 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 : 14.31 vs. LVOTX (-4.89). VIMSX return over 5 years is better than : 62.16 vs. LVOTX (10.56).
| 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 | 27 years | - |
| Gain YTD | -1.781 | 8.291 | -21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.12B | 197B | 1% |
| Annual Yield % from dividends | 0.21 | 1.37 | 15% |
| Returns for 1 year | -4.89 | 14.31 | -34% |
| Returns for 3 years | 1.22 | 26.39 | 5% |
| Returns for 5 years | 10.56 | 62.16 | 17% |
| Returns for 10 years | -4.10 | 125.09 | -3% |
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