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LMVVX vs VISVX
LMVVX vs VISVX Comparison
Open Charts LMVVX vs VISVX
Lord Abbett Focused Small Cap Value R5
Price$27.16
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets86.74M
Vanguard Small Cap Value Index I
Price$46.14
Change-$0.04 (-0.09%)
VolumeN/A
Net Assets54.02B
LMVVX vs VISVX Comparison Chart
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LMVVX vs. VISVX commentary
Jun 13, 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 StrongBuy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 54B vs. LMVVX (86.7M). VISVX pays higher dividends than LMVVX: VISVX (2.11) 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 : 4.80 vs. LMVVX (-6.54). VISVX return over 5 years is better than : 83.54 vs. LMVVX (45.33).
| 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 | -8.555 | -2.709 | 316% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 86.7M | 54B | 0% |
| Annual Yield % from dividends | 0.00 | 2.11 | - |
| Returns for 1 year | -6.54 | 4.80 | -136% |
| Returns for 3 years | 7.94 | 27.77 | 29% |
| Returns for 5 years | 45.33 | 83.54 | 54% |
| Returns for 10 years | N/A | 84.16 | - |
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