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LFVAX vs VSIAX
LFVAX vs VSIAX Comparison
Open Charts LFVAX vs VSIAX
Lord Abbett Focused Small Cap Value A
Price$28.27
Change-$0.25 (-0.88%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$85.86
Change-$0.74 (-0.85%)
VolumeN/A
CapitalizationN/A
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LFVAX vs VSIAX Comparison Chart
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LFVAX vs. VSIAX 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.3B vs. LFVAX (103M). VSIAX pays higher dividends than LFVAX: VSIAX (2.01) vs LFVAX (0.01). LFVAX was incepted earlier than VSIAX: LFVAX (24 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 : 25.86 vs. LFVAX (20.27). VSIAX return over 5 years is better than : 57.13 vs. LFVAX (13.78).
| LFVAX | VSIAX | LFVAX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | 8.107 | 11.368 | 71% |
| 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 | 2.01 | 1% |
| Returns for 1 year | 20.27 | 25.86 | 78% |
| Returns for 3 years | 1.60 | 21.48 | 7% |
| Returns for 5 years | 13.78 | 57.13 | 24% |
| Returns for 10 years | -13.98 | 109.18 | -13% |