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LVOYX vs VMCPX
LVOYX vs VMCPX Comparison
Open Charts LVOYX vs VMCPX
Lord Abbett Value Opportunities I
Price$19.83
Change-$0.18 (-0.90%)
VolumeN/A
Net Assets1.12B
Vanguard Mid Cap Index InstitutionalPlus
Price$385.48
Change-$0.94 (-0.24%)
VolumeN/A
Net Assets196.76B
LVOYX vs VMCPX Comparison Chart in %
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LVOYX vs. VMCPX commentary
Aug 18, 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 LVOYX is a Buy and VMCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 197B vs. LVOYX (1.12B). VMCPX pays higher dividends than LVOYX: VMCPX (1.51) vs LVOYX (0.21). LVOYX was incepted earlier than VMCPX: LVOYX (20 years) vs VMCPX (15 years). LVOYX (0.94) is less costly to investors than VMCPX (0.03). LVOYX is a more actively managed with annual turnover of: 33.00 vs. VMCPX (16.00). LVOYX has a lower initial minimum investment than VMCPX: LVOYX (1000000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 14.33 vs. LVOYX (-4.90). VMCPX return over 5 years is better than : 62.30 vs. LVOYX (10.58).
| LVOYX | VMCPX | LVOYX / VMCPX | |
| Total Expense Ratio | 0.94 | 0.03 | 3,133% |
| Annual Report Gross Expense Ratio | 0.94 | 0.03 | 3,133% |
| Fund Existence | 20 years | 15 years | - |
| Gain YTD | -1.783 | 8.316 | -21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.12B | 197B | 1% |
| Annual Yield % from dividends | 0.21 | 1.51 | 14% |
| Returns for 1 year | -4.90 | 14.33 | -34% |
| Returns for 3 years | 1.17 | 26.46 | 4% |
| Returns for 5 years | 10.58 | 62.30 | 17% |
| Returns for 10 years | -4.20 | 125.31 | -3% |
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