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LMVOX vs VSIAX
LMVOX vs VSIAX Comparison
Open Charts LMVOX vs VSIAX
Lord Abbett Focused Small Cap Value F3
Price$32.68
Change-$0.27 (-0.82%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$88.94
Change-$0.60 (-0.67%)
VolumeN/A
CapitalizationN/A
LMVOX vs VSIAX Comparison Chart
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LMVOX vs. VSIAX commentary
Nov 18, 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 LMVOX is a StrongBuy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.6B vs. LMVOX (107M). VSIAX pays higher dividends than LMVOX: VSIAX (2.01) vs LMVOX (0.24). LMVOX was incepted earlier than VSIAX: LMVOX (5 years) vs VSIAX (13 years). LMVOX is a more actively managed with annual turnover of: 54.00 vs. VSIAX (16.00). LMVOX has a lower initial minimum investment than VSIAX: LMVOX (0) vs VSIAX (3000). VSIAX (28.76) and LMVOX (28.61) have marching annual gain over last year. VSIAX return over 5 years is better than : 57.44 vs. LMVOX (16.61).
| LMVOX | VSIAX | LMVOX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 13 years | - |
| Gain YTD | 14.146 | 15.498 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107M | 57.6B | 0% |
| Annual Yield % from dividends | 0.24 | 2.01 | 12% |
| Returns for 1 year | 28.61 | 28.76 | 99% |
| Returns for 3 years | -5.88 | 13.29 | -44% |
| Returns for 5 years | 16.61 | 57.44 | 29% |
| Returns for 10 years | N/A | 108.79 | - |