Ad is loading...
Ad is loading...
LMVVX vs VISVX
LMVVX vs VISVX Comparison
Open Charts LMVVX vs VISVX
Lord Abbett Focused Small Cap Value R5
Price$32.58
Change-$0.27 (-0.82%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$49.63
Change-$0.34 (-0.68%)
VolumeN/A
CapitalizationN/A
LMVVX vs VISVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LMVVX vs. VISVX commentary
Nov 18, 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 LMVVX is a StrongBuy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.6B vs. LMVVX (107M). VISVX pays higher dividends than LMVVX: VISVX (1.90) vs LMVVX (0.23). LMVVX was incepted earlier than VISVX: LMVVX (5 years) vs VISVX (27 years). LMVVX is a more actively managed with annual turnover of: 54.00 vs. VISVX (16.00). LMVVX has a lower initial minimum investment than VISVX: LMVVX (0) vs VISVX (3000). VISVX (28.71) and LMVVX (28.56) have marching annual gain over last year. VISVX return over 5 years is better than : 57.32 vs. LMVVX (16.28).
| LMVVX | VISVX | LMVVX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 27 years | - |
| Gain YTD | 14.116 | 15.433 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107M | 57.6B | 0% |
| Annual Yield % from dividends | 0.23 | 1.90 | 12% |
| Returns for 1 year | 28.56 | 28.71 | 99% |
| Returns for 3 years | -6.07 | 13.23 | -46% |
| Returns for 5 years | 16.28 | 57.32 | 28% |
| Returns for 10 years | N/A | 108.21 | - |