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LDLRX vs VFSIX
LDLRX vs VFSIX Comparison
Open Charts LDLRX vs VFSIX
Lord Abbett Short Duration Income R3
Price$3.87
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets42.21B
Vanguard Short-Term Investment-Grade I
Price$10.37
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets52.45B
LDLRX vs VFSIX Comparison Chart
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LDLRX vs. VFSIX commentary
May 23, 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 LDLRX is a Hold and VFSIX is a Hold.
FUNDAMENTALS
Fundamentals
VFSIX has more cash in the bank: 52.4B vs. LDLRX (42.2B). LDLRX pays higher dividends than VFSIX: LDLRX (4.68) vs VFSIX (4.36). LDLRX was incepted earlier than VFSIX: LDLRX (16 years) vs VFSIX (28 years). LDLRX (0.88) is less costly to investors than VFSIX (0.07). LDLRX is a more actively managed with annual turnover of: 92.00 vs. VFSIX (75.00). LDLRX has a lower initial minimum investment than VFSIX: LDLRX (0) vs VFSIX (5000000). LDLRX annual gain was more profitable for investors over the last year : 5.62 vs. VFSIX (1.97). LDLRX return over 5 years is better than : 12.41 vs. VFSIX (-3.88).
| LDLRX | VFSIX | LDLRX / VFSIX | |
| Total Expense Ratio | 0.88 | 0.07 | 1,257% |
| Annual Report Gross Expense Ratio | 0.88 | 0.07 | 1,257% |
| Fund Existence | 16 years | 28 years | - |
| Gain YTD | 1.572 | 0.582 | 270% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.2B | 52.4B | 81% |
| Annual Yield % from dividends | 4.68 | 4.36 | 107% |
| Returns for 1 year | 5.62 | 1.97 | 286% |
| Returns for 3 years | 10.54 | 2.17 | 485% |
| Returns for 5 years | 12.41 | -3.88 | -320% |
| Returns for 10 years | 22.22 | 5.64 | 394% |
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