Interact to see
Advertisement
Advertisement
LVOTX vs VMCPX
LVOTX vs VMCPX Comparison
Open Charts LVOTX vs VMCPX
Lord Abbett Value Opportunities R5
Price$20.13
Change+$0.11 (+0.55%)
VolumeN/A
Net Assets1.1B
Vanguard Mid Cap Index InstitutionalPlus
Price$390.32
Change+$0.68 (+0.17%)
VolumeN/A
Net Assets201.28B
LVOTX vs VMCPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LVOTX vs. VMCPX commentary
Oct 19, 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 VMCPX is a Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 201B vs. LVOTX (1.1B). VMCPX pays higher dividends than LVOTX: VMCPX (1.50) vs LVOTX (0.20). LVOTX was incepted earlier than VMCPX: LVOTX (10 years) vs VMCPX (15 years). LVOTX (0.94) is less costly to investors than VMCPX (0.03). LVOTX is a more actively managed with annual turnover of: 33.00 vs. VMCPX (16.00). LVOTX has a lower initial minimum investment than VMCPX: LVOTX (0) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 7.59 vs. LVOTX (-8.41). VMCPX return over 5 years is better than : 57.33 vs. LVOTX (8.70).
| LVOTX | VMCPX | LVOTX / VMCPX | |
| Total Expense Ratio | 0.94 | 0.03 | 3,133% |
| Annual Report Gross Expense Ratio | 0.94 | 0.03 | 3,133% |
| Fund Existence | 10 years | 15 years | - |
| Gain YTD | -0.396 | 9.709 | -4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.1B | 201B | 1% |
| Annual Yield % from dividends | 0.20 | 1.50 | 14% |
| Returns for 1 year | -8.41 | 7.59 | -111% |
| Returns for 3 years | 15.93 | 49.71 | 32% |
| Returns for 5 years | 8.70 | 57.33 | 15% |
| Returns for 10 years | 1.23 | 141.02 | 1% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement