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LFSFX vs VSIIX
LFSFX vs VSIIX Comparison
Open Charts LFSFX vs VSIIX
Lord Abbett Focused Small Cap Value F
Price$30.74
Change-$0.22 (-0.71%)
VolumeN/A
Net Assets104.73M
Vanguard Small Cap Value Index I
Price$49.90
Change+$0.76 (+1.55%)
VolumeN/A
Net Assets58.32B
LFSFX vs VSIIX Comparison Chart
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LFSFX vs. VSIIX commentary
Jan 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 LFSFX is a StrongBuy and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 58.3B vs. LFSFX (105M). VSIIX pays higher dividends than LFSFX: VSIIX (2.02) vs LFSFX (0.00). LFSFX was incepted earlier than VSIIX: LFSFX (6 years) vs VSIIX (25 years). LFSFX is a more actively managed with annual turnover of: 54.00 vs. VSIIX (16.00). LFSFX has a lower initial minimum investment than VSIIX: LFSFX (0) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 17.62 vs. LFSFX (8.52). VSIIX return over 5 years is better than : 53.73 vs. LFSFX (25.19).
| LFSFX | VSIIX | LFSFX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 25 years | - |
| Gain YTD | 3.649 | 4.810 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 105M | 58.3B | 0% |
| Annual Yield % from dividends | 0.00 | 2.02 | - |
| Returns for 1 year | 8.52 | 17.62 | 48% |
| Returns for 3 years | 5.81 | 25.11 | 23% |
| Returns for 5 years | 25.19 | 53.73 | 47% |
| Returns for 10 years | N/A | 109.00 | - |