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LFVCX vs VSIIX
LFVCX vs VSIIX Comparison
Open Charts LFVCX vs VSIIX
Lord Abbett Focused Small Cap Value C
Price$30.25
Change-$0.02 (-0.07%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$51.08
Change-$0.04 (-0.08%)
VolumeN/A
CapitalizationN/A
LFVCX vs VSIIX Comparison Chart
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LFVCX vs. VSIIX commentary
Dec 11, 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 LFVCX is a StrongBuy and VSIIX is a Sell.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 63B vs. LFVCX (109M). VSIIX pays higher dividends than LFVCX: VSIIX (2.02) vs LFVCX (0.00). LFVCX was incepted earlier than VSIIX: LFVCX (5 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 : 25.71 vs. LFVCX (16.57). VSIIX return over 5 years is better than : 61.02 vs. LFVCX (26.49).
| LFVCX | VSIIX | LFVCX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 25 years | - |
| Gain YTD | 9.348 | 18.675 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109M | 63B | 0% |
| Annual Yield % from dividends | 0.00 | 2.02 | - |
| Returns for 1 year | 16.57 | 25.71 | 64% |
| Returns for 3 years | 2.03 | 21.91 | 9% |
| Returns for 5 years | 26.49 | 61.02 | 43% |
| Returns for 10 years | N/A | 119.63 | - |