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LVOTX vs VMCPX
LVOTX vs VMCPX Comparison
Open Charts LVOTX vs VMCPX
Lord Abbett Value Opportunities R5
Price$18.78
Change-$0.29 (-1.52%)
VolumeN/A
Net Assets1.08B
Vanguard Mid Cap Index InstitutionalPlus
Price$365.78
Change-$4.27 (-1.15%)
VolumeN/A
Net Assets185.28B
LVOTX vs VMCPX Comparison Chart
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LVOTX vs. VMCPX commentary
Jun 16, 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 (1.08B). VMCPX pays higher dividends than LVOTX: VMCPX (1.54) vs LVOTX (0.22). 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 : 11.60 vs. LVOTX (-5.92). VMCPX return over 5 years is better than : 69.72 vs. LVOTX (14.20).
| 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 | -7.076 | 2.781 | -254% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 185B | 1% |
| Annual Yield % from dividends | 0.22 | 1.54 | 14% |
| Returns for 1 year | -5.92 | 11.60 | -51% |
| Returns for 3 years | 7.54 | 39.16 | 19% |
| Returns for 5 years | 14.20 | 69.72 | 20% |
| Returns for 10 years | N/A | 114.26 | - |
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