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LMVVX vs VSIAX
LMVVX vs VSIAX Comparison
Open Charts LMVVX vs VSIAX
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 Admiral
Price$82.69
Change-$0.07 (-0.08%)
VolumeN/A
Net Assets54.02B
LMVVX vs VSIAX Comparison Chart
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LMVVX vs. VSIAX commentary
Jun 14, 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 54B vs. LMVVX (86.7M). VSIAX pays higher dividends than LMVVX: VSIAX (2.23) vs LMVVX (0.00). LMVVX was incepted earlier than VSIAX: LMVVX (6 years) vs VSIAX (14 years). LMVVX (1.10) is less costly to investors than VSIAX (0.07). LMVVX is a more actively managed with annual turnover of: 57.00 vs. VSIAX (16.00). LMVVX has a lower initial minimum investment than VSIAX: LMVVX (0) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 4.83 vs. LMVVX (-6.54). VSIAX return over 5 years is better than : 83.72 vs. LMVVX (45.33).
| LMVVX | VSIAX | LMVVX / VSIAX | |
| Total Expense Ratio | 1.03 | 0.07 | 1,471% |
| Annual Report Gross Expense Ratio | 1.10 | 0.07 | 1,571% |
| Fund Existence | 6 years | 14 years | - |
| Gain YTD | -8.555 | -2.670 | 320% |
| 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 | 2.23 | - |
| Returns for 1 year | -6.54 | 4.83 | -135% |
| Returns for 3 years | 7.94 | 27.85 | 29% |
| Returns for 5 years | 45.33 | 83.72 | 54% |
| Returns for 10 years | N/A | 84.65 | - |
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