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LMVOX vs VSIIX
LMVOX vs VSIIX Comparison
Open Charts LMVOX vs VSIIX
Lord Abbett Focused Small Cap Value F3
Price$28.78
Change-$0.83 (-2.80%)
VolumeN/A
Net Assets95.7M
Vanguard Small Cap Value Index I
Price$47.47
Change-$1.09 (-2.24%)
VolumeN/A
Net Assets60.22B
LMVOX vs VSIIX Comparison Chart
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LMVOX vs. VSIIX commentary
Feb 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 StrongBuy and VSIIX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 60.2B vs. LMVOX (95.7M). VSIIX pays higher dividends than LMVOX: VSIIX (2.02) vs LMVOX (0.24). LMVOX was incepted earlier than VSIIX: LMVOX (6 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 : 9.99 vs. LMVOX (0.95). VSIIX return over 5 years is better than : 47.63 vs. LMVOX (19.50).
| LMVOX | VSIIX | LMVOX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 25 years | - |
| Gain YTD | -3.390 | -0.294 | 1,153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 95.7M | 60.2B | 0% |
| Annual Yield % from dividends | 0.24 | 2.02 | 12% |
| Returns for 1 year | 0.95 | 9.99 | 9% |
| Returns for 3 years | -0.59 | 17.99 | -3% |
| Returns for 5 years | 19.50 | 47.63 | 41% |
| Returns for 10 years | N/A | 90.58 | - |
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