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LMVVX vs VISVX
LMVVX vs VISVX Comparison
Open Charts LMVVX vs VISVX
Lord Abbett Focused Small Cap Value R5
Price$26.23
Change-$0.71 (-2.64%)
VolumeN/A
Net Assets86.28M
Vanguard Small Cap Value Index I
Price$45.06
Change-$1.28 (-2.76%)
VolumeN/A
Net Assets51.69B
LMVVX vs VISVX Comparison Chart
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LMVVX vs. VISVX 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 LMVVX is a Hold and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 51.7B vs. LMVVX (86.3M). VISVX pays higher dividends than LMVVX: VISVX (2.21) vs LMVVX (0.00). LMVVX was incepted earlier than VISVX: LMVVX (6 years) vs VISVX (27 years). LMVVX (1.10) is less costly to investors than VISVX (0.19). LMVVX is a more actively managed with annual turnover of: 57.00 vs. VISVX (16.00). LMVVX has a lower initial minimum investment than VISVX: LMVVX (0) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 2.52 vs. LMVVX (-8.34). VISVX return over 5 years is better than : 95.46 vs. LMVVX (59.97).
| LMVVX | VISVX | LMVVX / VISVX | |
| Total Expense Ratio | 1.03 | 0.19 | 542% |
| Annual Report Gross Expense Ratio | 1.10 | 0.19 | 579% |
| Fund Existence | 6 years | 27 years | - |
| Gain YTD | -9.262 | -2.372 | 391% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 86.3M | 51.7B | 0% |
| Annual Yield % from dividends | 0.00 | 2.21 | - |
| Returns for 1 year | -8.34 | 2.52 | -330% |
| Returns for 3 years | 3.81 | 23.69 | 16% |
| Returns for 5 years | 59.97 | 95.46 | 63% |
| Returns for 10 years | N/A | 83.12 | - |
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