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LVOTX vs VMCIX
LVOTX vs VMCIX Comparison
Open Charts LVOTX vs VMCIX
Lord Abbett Value Opportunities R5
Price$19.94
Change+$0.14 (+0.71%)
VolumeN/A
Net Assets1.14B
Vanguard Mid Cap Index Institutional
Price$77.67
Change+$0.46 (+0.60%)
VolumeN/A
Net Assets185.28B
LVOTX vs VMCIX Comparison Chart in %
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LVOTX vs. VMCIX commentary
Jul 07, 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 VMCIX is a Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 185B vs. LVOTX (1.14B). VMCIX pays higher dividends than LVOTX: VMCIX (1.53) vs LVOTX (0.21). LVOTX was incepted earlier than VMCIX: LVOTX (10 years) vs VMCIX (27 years). LVOTX (0.94) is less costly to investors than VMCIX (0.04). LVOTX is a more actively managed with annual turnover of: 33.00 vs. VMCIX (16.00). LVOTX has a lower initial minimum investment than VMCIX: LVOTX (0) vs VMCIX (5000000). VMCIX annual gain was more profitable for investors over the last year : 17.65 vs. LVOTX (0.39). VMCIX return over 5 years is better than : 73.80 vs. LVOTX (20.09).
| LVOTX | VMCIX | LVOTX / VMCIX | |
| Total Expense Ratio | 0.94 | 0.04 | 2,350% |
| Annual Report Gross Expense Ratio | 0.94 | 0.04 | 2,350% |
| Fund Existence | 10 years | 27 years | - |
| Gain YTD | -1.336 | 7.629 | -18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 185B | 1% |
| Annual Yield % from dividends | 0.21 | 1.53 | 14% |
| Returns for 1 year | 0.39 | 17.65 | 2% |
| Returns for 3 years | 14.12 | 43.12 | 33% |
| Returns for 5 years | 20.09 | 73.80 | 27% |
| Returns for 10 years | -3.16 | 127.60 | -2% |
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