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LFVAX vs VSIIX
LFVAX vs VSIIX Comparison
Open Charts LFVAX vs VSIIX
Lord Abbett Focused Small Cap Value A
Price$28.27
Change-$0.25 (-0.88%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.99
Change-$0.42 (-0.87%)
VolumeN/A
CapitalizationN/A
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VS
VS
LFVAX vs VSIIX Comparison Chart
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LFVAX vs. VSIIX 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 VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.3B vs. LFVAX (103M). VSIIX pays higher dividends than LFVAX: VSIIX (2.02) vs LFVAX (0.01). LFVAX was incepted earlier than VSIIX: LFVAX (24 years) vs VSIIX (25 years). LFVAX is a more actively managed with annual turnover of: 54.00 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 : 25.85 vs. LFVAX (20.27). VSIIX return over 5 years is better than : 57.12 vs. LFVAX (13.78).
| LFVAX | VSIIX | LFVAX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | 8.107 | 11.364 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103M | 57.3B | 0% |
| Annual Yield % from dividends | 0.01 | 2.02 | 1% |
| Returns for 1 year | 20.27 | 25.85 | 78% |
| Returns for 3 years | 1.60 | 21.47 | 7% |
| Returns for 5 years | 13.78 | 57.12 | 24% |
| Returns for 10 years | -13.98 | 109.23 | -13% |
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