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LMVOX vs VSIIX
LMVOX vs VSIIX Comparison
Open Charts LMVOX vs VSIIX
Lord Abbett Focused Small Cap Value F3
Price$26.30
Change-$0.02 (-0.08%)
VolumeN/A
Net Assets84.01M
Vanguard Small Cap Value Index I
Price$45.09
Change-$0.04 (-0.09%)
VolumeN/A
Net Assets51.69B
LMVOX vs VSIIX Comparison Chart
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LMVOX vs. VSIIX commentary
May 23, 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 Hold and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 51.7B vs. LMVOX (84M). VSIIX pays higher dividends than LMVOX: VSIIX (2.35) vs LMVOX (0.00). LMVOX was incepted earlier than VSIIX: LMVOX (6 years) vs VSIIX (25 years). LMVOX (1.06) is less costly to investors than VSIIX (0.06). LMVOX is a more actively managed with annual turnover of: 57.00 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 : 0.53 vs. LMVOX (-10.45). VSIIX return over 5 years is better than : 90.20 vs. LMVOX (56.22).
| LMVOX | VSIIX | LMVOX / VSIIX | |
| Total Expense Ratio | 0.99 | 0.06 | 1,650% |
| Annual Report Gross Expense Ratio | 1.06 | 0.06 | 1,767% |
| Fund Existence | 6 years | 25 years | - |
| Gain YTD | -11.648 | -5.052 | 231% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 84M | 51.7B | 0% |
| Annual Yield % from dividends | 0.00 | 2.35 | - |
| Returns for 1 year | -10.45 | 0.53 | -1,983% |
| Returns for 3 years | 0.05 | 18.66 | 0% |
| Returns for 5 years | 56.22 | 90.20 | 62% |
| Returns for 10 years | N/A | 78.52 | - |
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