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LFVAX vs VISVX
LFVAX vs VISVX Comparison
Open Charts LFVAX vs VISVX
Lord Abbett Focused Small Cap Value A
Price$28.27
Change-$0.25 (-0.88%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.91
Change-$0.41 (-0.85%)
VolumeN/A
CapitalizationN/A
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LFVAX vs VISVX Comparison Chart
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LFVAX vs. VISVX commentary
Sep 21, 2024
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 LFVAX is a StrongBuy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.3B vs. LFVAX (103M). VISVX pays higher dividends than LFVAX: VISVX (1.90) vs LFVAX (0.01). LFVAX was incepted earlier than VISVX: LFVAX (24 years) vs VISVX (26 years). LFVAX is a more actively managed with annual turnover of: 54.00 vs. VISVX (16.00). LFVAX has a lower initial minimum investment than VISVX: LFVAX (1500) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 25.80 vs. LFVAX (20.27). VISVX return over 5 years is better than : 56.98 vs. LFVAX (13.78).
| LFVAX | VISVX | LFVAX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 26 years | - |
| Gain YTD | 8.107 | 11.310 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 3000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103M | 57.3B | 0% |
| Annual Yield % from dividends | 0.01 | 1.90 | 1% |
| Returns for 1 year | 20.27 | 25.80 | 79% |
| Returns for 3 years | 1.60 | 21.42 | 7% |
| Returns for 5 years | 13.78 | 56.98 | 24% |
| Returns for 10 years | -13.98 | 108.54 | -13% |