Interact to see
Advertisement
Advertisement
LVOTX vs VMCPX
LVOTX vs VMCPX Comparison
Open Charts LVOTX vs VMCPX
Lord Abbett Value Opportunities R5
Price$19.94
Change+$0.14 (+0.71%)
VolumeN/A
Net Assets1.14B
Vanguard Mid Cap Index InstitutionalPlus
Price$383.04
Change+$2.26 (+0.59%)
VolumeN/A
Net Assets185.28B
LVOTX vs VMCPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LVOTX vs. VMCPX commentary
Jul 06, 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 VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 185B vs. LVOTX (1.14B). VMCPX pays higher dividends than LVOTX: VMCPX (1.54) vs LVOTX (0.21). 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 : 17.65 vs. LVOTX (0.39). VMCPX return over 5 years is better than : 73.80 vs. LVOTX (20.09).
| 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 | -1.336 | 7.631 | -18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 185B | 1% |
| Annual Yield % from dividends | 0.21 | 1.54 | 14% |
| Returns for 1 year | 0.39 | 17.65 | 2% |
| Returns for 3 years | 14.12 | 43.14 | 33% |
| Returns for 5 years | 20.09 | 73.80 | 27% |
| Returns for 10 years | -3.16 | 127.62 | -2% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement