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LFVCX vs VSIIX
LFVCX vs VSIIX Comparison
Open Charts LFVCX vs VSIIX
Lord Abbett Focused Small Cap Value C
Price$27.34
Change-$0.79 (-2.81%)
VolumeN/A
Net Assets95.7M
Vanguard Small Cap Value Index I
Price$47.47
Change-$1.09 (-2.24%)
VolumeN/A
Net Assets60.22B
LFVCX vs VSIIX Comparison Chart
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LFVCX vs. VSIIX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 60.2B vs. LFVCX (95.7M). VSIIX pays higher dividends than LFVCX: VSIIX (2.02) vs LFVCX (0.00). LFVCX was incepted earlier than VSIIX: LFVCX (6 years) vs VSIIX (25 years). LFVCX is a more actively managed with annual turnover of: 54.00 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 : 12.51 vs. LFVCX (-0.40). VSIIX return over 5 years is better than : 51.02 vs. LFVCX (13.82).
| LFVCX | VSIIX | LFVCX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 25 years | - |
| Gain YTD | -3.529 | 1.995 | -177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 95.7M | 60.2B | 0% |
| Annual Yield % from dividends | 0.00 | 2.02 | - |
| Returns for 1 year | -0.40 | 12.51 | -3% |
| Returns for 3 years | -3.43 | 20.70 | -17% |
| Returns for 5 years | 13.82 | 51.02 | 27% |
| Returns for 10 years | N/A | 94.96 | - |
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