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LFVAX vs VSIAX
LFVAX vs VSIAX Comparison
Open Charts LFVAX vs VSIAX
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 Admiral
Price$87.91
Change+$0.39 (+0.45%)
VolumeN/A
Net Assets58.32B
LFVAX vs VSIAX Comparison Chart
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LFVAX vs. VSIAX 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 58.3B vs. LFVAX (103M). VSIAX pays higher dividends than LFVAX: VSIAX (2.01) vs LFVAX (0.01). LFVAX was incepted earlier than VSIAX: LFVAX (25 years) vs VSIAX (13 years). LFVAX is a more actively managed with annual turnover of: 54.00 vs. VSIAX (16.00). LFVAX has a lower initial minimum investment than VSIAX: LFVAX (1500) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 18.49 vs. LFVAX (9.52). VSIAX return over 5 years is better than : 50.37 vs. LFVAX (19.01).
| LFVAX | VSIAX | LFVAX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 13 years | - |
| Gain YTD | 1.965 | 3.217 | 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 | 2.01 | 1% |
| Returns for 1 year | 9.52 | 18.49 | 51% |
| Returns for 3 years | -3.97 | 17.05 | -23% |
| Returns for 5 years | 19.01 | 50.37 | 38% |
| Returns for 10 years | -3.86 | 109.60 | -4% |
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