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LMVOX vs VSIIX
LMVOX vs VSIIX Comparison
Open Charts LMVOX vs VSIIX
Lord Abbett Focused Small Cap Value F3
Price$24.21
Change+$0.26 (+1.09%)
VolumeN/A
Net Assets76.68M
Vanguard Small Cap Value Index I
Price$41.18
Change+$0.53 (+1.30%)
VolumeN/A
Net Assets53.62B
LMVOX vs VSIIX Comparison Chart
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LMVOX vs. VSIIX commentary
Apr 12, 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 Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 53.6B vs. LMVOX (76.7M). VSIIX pays higher dividends than LMVOX: VSIIX (2.28) vs LMVOX (0.00). LMVOX was incepted earlier than VSIIX: LMVOX (6 years) vs VSIIX (25 years). LMVOX (1.03) 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 : -7.70 vs. LMVOX (-16.14). VSIIX return over 5 years is better than : 76.50 vs. LMVOX (54.37).
| LMVOX | VSIIX | LMVOX / VSIIX | |
| Total Expense Ratio | 0.98 | 0.06 | 1,633% |
| Annual Report Gross Expense Ratio | 1.03 | 0.06 | 1,717% |
| Fund Existence | 6 years | 25 years | - |
| Gain YTD | -19.604 | -14.477 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.7M | 53.6B | 0% |
| Annual Yield % from dividends | 0.00 | 2.28 | - |
| Returns for 1 year | -16.14 | -7.70 | 210% |
| Returns for 3 years | -14.13 | 0.29 | -4,954% |
| Returns for 5 years | 54.37 | 76.50 | 71% |
| Returns for 10 years | N/A | 61.10 | - |
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