Interact to see
Advertisement
Advertisement
LVOTX vs VMCPX
LVOTX vs VMCPX Comparison
Open Charts LVOTX vs VMCPX
Lord Abbett Value Opportunities R5
Price$20.37
Change+$0.05 (+0.25%)
VolumeN/A
Net Assets1.14B
Vanguard Mid Cap Index InstitutionalPlus
Price$390.45
Change-$0.55 (-0.14%)
VolumeN/A
Net Assets199.16B
LVOTX vs VMCPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LVOTX vs. VMCPX commentary
Sep 08, 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: 199B vs. LVOTX (1.14B). VMCPX pays higher dividends than LVOTX: VMCPX (1.48) 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 : 15.04 vs. LVOTX (-1.17). VMCPX return over 5 years is better than : 65.05 vs. LVOTX (16.22).
| 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 | 0.792 | 9.713 | 8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 199B | 1% |
| Annual Yield % from dividends | 0.20 | 1.48 | 14% |
| Returns for 1 year | -1.17 | 15.04 | -8% |
| Returns for 3 years | 14.36 | 41.08 | 35% |
| Returns for 5 years | 16.22 | 65.05 | 25% |
| Returns for 10 years | 3.93 | 141.17 | 3% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement