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LFVAX vs VSIIX
LFVAX vs VSIIX Comparison
Open Charts LFVAX vs VSIIX
Lord Abbett Focused Small Cap Value A
Price$24.63
Change-$0.13 (-0.53%)
VolumeN/A
Net Assets87.33M
Vanguard Small Cap Value Index I
Price$46.26
Change-$0.19 (-0.41%)
VolumeN/A
Net Assets54.02B
LFVAX vs VSIIX Comparison Chart
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LFVAX vs. VSIIX commentary
Jun 12, 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 StrongBuy and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 54B vs. LFVAX (87.3M). VSIIX pays higher dividends than LFVAX: VSIIX (2.24) vs LFVAX (0.00). LFVAX was incepted earlier than VSIIX: LFVAX (25 years) vs VSIIX (26 years). LFVAX (1.35) is less costly to investors than VSIIX (0.06). LFVAX is a more actively managed with annual turnover of: 57.00 vs. VSIIX (16.00). LFVAX has a lower initial minimum investment than VSIIX: LFVAX (1500) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 6.61 vs. LFVAX (-5.24). VSIIX return over 5 years is better than : 84.49 vs. LFVAX (42.48).
| LFVAX | VSIIX | LFVAX / VSIIX | |
| Total Expense Ratio | 1.28 | 0.06 | 2,133% |
| Annual Report Gross Expense Ratio | 1.35 | 0.06 | 2,250% |
| Fund Existence | 25 years | 26 years | - |
| Gain YTD | -8.194 | -2.275 | 360% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 87.3M | 54B | 0% |
| Annual Yield % from dividends | 0.00 | 2.24 | - |
| Returns for 1 year | -5.24 | 6.61 | -79% |
| Returns for 3 years | 2.25 | 22.39 | 10% |
| Returns for 5 years | 42.48 | 84.49 | 50% |
| Returns for 10 years | -19.75 | 84.43 | -23% |
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