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LFVAX vs VSIIX
LFVAX vs VSIIX Comparison
Open Charts LFVAX vs VSIIX
Lord Abbett Focused Small Cap Value A
Price$26.19
Change-$0.31 (-1.17%)
VolumeN/A
Net Assets88.67M
Vanguard Small Cap Value Index I
Price$50.14
Change-$0.47 (-0.93%)
VolumeN/A
Net Assets59.14B
LFVAX vs VSIIX Comparison Chart in %
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LFVAX vs. VSIIX commentary
Oct 08, 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: 59.1B vs. LFVAX (88.7M). VSIIX pays higher dividends than LFVAX: VSIIX (2.01) 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 : 6.96 vs. LFVAX (-5.63). VSIIX return over 5 years is better than : 79.86 vs. LFVAX (34.47).
| 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 | -1.743 | 6.717 | -26% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 88.7M | 59.1B | 0% |
| Annual Yield % from dividends | 0.00 | 2.01 | - |
| Returns for 1 year | -5.63 | 6.96 | -81% |
| Returns for 3 years | 19.66 | 44.74 | 44% |
| Returns for 5 years | 34.47 | 79.86 | 43% |
| Returns for 10 years | -14.70 | 114.43 | -13% |