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LMVOX vs VSIAX
LMVOX vs VSIAX Comparison
Open Charts LMVOX vs VSIAX
Lord Abbett Focused Small Cap Value F3
Price$30.54
Change+$0.26 (+0.86%)
VolumeN/A
Net Assets102.3M
Vanguard Small Cap Value Index Admiral
Price$89.06
Change+$0.96 (+1.09%)
VolumeN/A
Net Assets58.32B
LMVOX vs VSIAX Comparison Chart
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LMVOX vs. VSIAX commentary
Jan 31, 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 LMVOX is a StrongBuy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 58.3B vs. LMVOX (102M). VSIAX pays higher dividends than LMVOX: VSIAX (2.01) vs LMVOX (0.24). LMVOX was incepted earlier than VSIAX: LMVOX (6 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 annual gain was more profitable for investors over the last year : 17.45 vs. LMVOX (8.14). VSIAX return over 5 years is better than : 57.90 vs. LMVOX (28.93).
| LMVOX | VSIAX | LMVOX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 13 years | - |
| Gain YTD | 1.645 | 3.440 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 102M | 58.3B | 0% |
| Annual Yield % from dividends | 0.24 | 2.01 | 12% |
| Returns for 1 year | 8.14 | 17.45 | 47% |
| Returns for 3 years | 3.07 | 21.69 | 14% |
| Returns for 5 years | 28.93 | 57.90 | 50% |
| Returns for 10 years | N/A | 107.64 | - |