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LFVAX vs VSIIX
LFVAX vs VSIIX Comparison
Open Charts LFVAX vs VSIIX
Lord Abbett Focused Small Cap Value A
Price$23.57
Change+$0.08 (+0.34%)
VolumeN/A
Net Assets83.01M
Vanguard Small Cap Value Index I
Price$44.57
Change+$0.70 (+1.60%)
VolumeN/A
Net Assets51.69B
LFVAX vs VSIIX Comparison Chart
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LFVAX vs. VSIIX commentary
May 09, 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 Buy and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 51.7B vs. LFVAX (83M). VSIIX pays higher dividends than LFVAX: VSIIX (2.35) vs LFVAX (0.00). LFVAX was incepted earlier than VSIIX: LFVAX (25 years) vs VSIIX (25 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 : -1.41 vs. LFVAX (-10.72). VSIIX return over 5 years is better than : 85.51 vs. LFVAX (52.46).
| 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 | 25 years | - |
| Gain YTD | -12.903 | -7.703 | 168% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 83M | 51.7B | 0% |
| Annual Yield % from dividends | 0.00 | 2.35 | - |
| Returns for 1 year | -10.72 | -1.41 | 762% |
| Returns for 3 years | -2.48 | 16.07 | -15% |
| Returns for 5 years | 52.46 | 85.51 | 61% |
| Returns for 10 years | -22.67 | 75.92 | -30% |
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