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LFVAX vs VISVX
LFVAX vs VISVX Comparison
Open Charts LFVAX vs VISVX
Lord Abbett Focused Small Cap Value A
Price$27.50
Change+$0.17 (+0.62%)
VolumeN/A
Net Assets103.17M
Vanguard Small Cap Value Index I
Price$49.06
Change+$0.22 (+0.45%)
VolumeN/A
Net Assets58.32B
LFVAX vs VISVX Comparison Chart
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LFVAX vs. VISVX commentary
Jan 19, 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 LFVAX is a Hold and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 58.3B vs. LFVAX (103M). VISVX pays higher dividends than LFVAX: VISVX (1.90) vs LFVAX (0.01). LFVAX was incepted earlier than VISVX: LFVAX (25 years) vs VISVX (27 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 : 18.46 vs. LFVAX (9.52). VISVX return over 5 years is better than : 50.22 vs. LFVAX (19.01).
| LFVAX | VISVX | LFVAX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 27 years | - |
| Gain YTD | 1.965 | 3.197 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 3000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103M | 58.3B | 0% |
| Annual Yield % from dividends | 0.01 | 1.90 | 1% |
| Returns for 1 year | 9.52 | 18.46 | 52% |
| Returns for 3 years | -3.97 | 16.97 | -23% |
| Returns for 5 years | 19.01 | 50.22 | 38% |
| Returns for 10 years | -3.86 | 109.01 | -4% |
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