Compare predictions LFVCX vs VSIIX
LFVCX vs VSIIX Comparison
Open Charts LFVCX vs VSIIX
Lord Abbett Focused Small Cap Value C
Price$24.95
Change+$0.13 (+0.52%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$38.35
Change+$0.19 (+0.50%)
VolumeN/A
CapitalizationN/A
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LFVCX vs VSIIX Comparison Chart
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LFVCX vs. VSIIX commentary
Sep 26, 2023
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 Sell and VSIIX is a Sell.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 24B vs. LFVCX (109M). VSIIX pays higher dividends than LFVCX: VSIIX (2.19) vs LFVCX (0.00). LFVCX was incepted earlier than VSIIX: LFVCX (4 years) vs VSIIX (24 years). LFVCX (2.04) is less costly to investors than VSIIX (0.06). LFVCX is a more actively managed with annual turnover of: 63.00 vs. VSIIX (13.00). 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 : 9.55 vs. LFVCX (8.29).
| LFVCX | VSIIX | LFVCX / VSIIX | |
| Total Expense Ratio | 2.03 | 0.06 | 3,383% |
| Annual Report Gross Expense Ratio | 2.04 | 0.06 | 3,400% |
| Fund Existence | 4 years | 24 years | - |
| Gain YTD | 1.878 | 0.914 | 205% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109M | 24B | 0% |
| Annual Yield % from dividends | 0.00 | 2.19 | - |
| Returns for 1 year | 8.29 | 9.55 | 87% |
| Returns for 3 years | 34.34 | 48.57 | 71% |
| Returns for 5 years | N/A | 16.78 | - |
| Returns for 10 years | N/A | 90.65 | - |