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LFVCX vs VSIIX
LFVCX vs VSIIX Comparison
Open Charts LFVCX vs VSIIX
Lord Abbett Focused Small Cap Value C
Price$24.00
Change-$2.23 (-8.50%)
VolumeN/A
Net Assets89.16M
Vanguard Small Cap Value Index I
Price$42.50
Change-$3.06 (-6.72%)
VolumeN/A
Net Assets57.63B
LFVCX vs VSIIX Comparison Chart
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LFVCX vs. VSIIX commentary
Apr 04, 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 LFVCX is a StrongBuy and VSIIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.6B vs. LFVCX (89.2M). VSIIX pays higher dividends than LFVCX: VSIIX (2.28) vs LFVCX (0.00). LFVCX was incepted earlier than VSIIX: LFVCX (6 years) vs VSIIX (25 years). LFVCX (2.08) is less costly to investors than VSIIX (0.06). LFVCX is a more actively managed with annual turnover of: 57.00 vs. VSIIX (16.00). LFVCX has a lower initial minimum investment than VSIIX: LFVCX (1500) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 1.33 vs. LFVCX (-6.12). VSIIX return over 5 years is better than : 138.15 vs. LFVCX (111.02).
| LFVCX | VSIIX | LFVCX / VSIIX | |
| Total Expense Ratio | 2.03 | 0.06 | 3,383% |
| Annual Report Gross Expense Ratio | 2.08 | 0.06 | 3,467% |
| Fund Existence | 6 years | 25 years | - |
| Gain YTD | -7.445 | -4.147 | 180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 89.2M | 57.6B | 0% |
| Annual Yield % from dividends | 0.00 | 2.28 | - |
| Returns for 1 year | -6.12 | 1.33 | -461% |
| Returns for 3 years | -7.74 | 9.16 | -84% |
| Returns for 5 years | 111.02 | 138.15 | 80% |
| Returns for 10 years | N/A | 80.22 | - |
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