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LMVOX vs VSIIX
LMVOX vs VSIIX Comparison
Open Charts LMVOX vs VSIIX
Lord Abbett Focused Small Cap Value F3
Price$31.02
Change-$0.28 (-0.89%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.99
Change-$0.42 (-0.87%)
VolumeN/A
CapitalizationN/A
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VS
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LMVOX vs VSIIX Comparison Chart
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LMVOX vs. VSIIX commentary
Sep 21, 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 VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.3B vs. LMVOX (103M). VSIIX pays higher dividends than LMVOX: VSIIX (2.02) vs LMVOX (0.24). LMVOX was incepted earlier than VSIIX: LMVOX (5 years) vs VSIIX (25 years). LMVOX is a more actively managed with annual turnover of: 54.00 vs. VSIIX (16.00). LMVOX has a lower initial minimum investment than VSIIX: LMVOX (0) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 25.85 vs. LMVOX (20.61). VSIIX return over 5 years is better than : 57.12 vs. LMVOX (17.67).
| LMVOX | VSIIX | LMVOX / 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 | 8.348 | 11.364 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103M | 57.3B | 0% |
| Annual Yield % from dividends | 0.24 | 2.02 | 12% |
| Returns for 1 year | 20.61 | 25.85 | 80% |
| Returns for 3 years | 3.49 | 21.47 | 16% |
| Returns for 5 years | 17.67 | 57.12 | 31% |
| Returns for 10 years | N/A | 109.23 | - |
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