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LVOYX vs VMCPX
LVOYX vs VMCPX Comparison
Open Charts LVOYX vs VMCPX
Lord Abbett Value Opportunities I
Price$20.27
Change+$0.19 (+0.95%)
VolumeN/A
Net Assets1.12B
Vanguard Mid Cap Index InstitutionalPlus
Price$394.64
Change+$4.35 (+1.11%)
VolumeN/A
Net Assets199.16B
LVOYX vs VMCPX Comparison Chart in %
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LVOYX vs. VMCPX commentary
Sep 28, 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 Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 199B vs. LVOYX (1.12B). VMCPX pays higher dividends than LVOYX: VMCPX (1.48) vs LVOYX (0.20). 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 : 11.61 vs. LVOYX (-5.94). VMCPX return over 5 years is better than : 70.96 vs. LVOYX (20.15).
| 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 | 0.396 | 10.890 | 4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.12B | 199B | 1% |
| Annual Yield % from dividends | 0.20 | 1.48 | 14% |
| Returns for 1 year | -5.94 | 11.61 | -51% |
| Returns for 3 years | 24.36 | 55.87 | 44% |
| Returns for 5 years | 20.15 | 70.96 | 28% |
| Returns for 10 years | 9.16 | 161.17 | 6% |
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