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LFSFX vs VSIIX
LFSFX vs VSIIX Comparison
Open Charts LFSFX vs VSIIX
Lord Abbett Focused Small Cap Value F
Price$28.85
Change-$0.84 (-2.83%)
VolumeN/A
Net Assets95.7M
Vanguard Small Cap Value Index I
Price$47.47
Change-$1.09 (-2.24%)
VolumeN/A
Net Assets60.22B
LFSFX vs VSIIX Comparison Chart
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LFSFX vs. VSIIX commentary
Feb 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 Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 60.2B vs. LFSFX (95.7M). 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 : 9.99 vs. LFSFX (0.91). VSIIX return over 5 years is better than : 47.63 vs. LFSFX (19.46).
| 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 | -3.415 | -0.294 | 1,161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 95.7M | 60.2B | 0% |
| Annual Yield % from dividends | 0.00 | 2.02 | - |
| Returns for 1 year | 0.91 | 9.99 | 9% |
| Returns for 3 years | -0.55 | 17.99 | -3% |
| Returns for 5 years | 19.46 | 47.63 | 41% |
| Returns for 10 years | N/A | 90.58 | - |