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LMVVX vs VSIAX
LMVVX vs VSIAX Comparison
Open Charts LMVVX vs VSIAX
Lord Abbett Focused Small Cap Value R5
Price$29.71
Change-$1.16 (-3.76%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$85.23
Change-$3.35 (-3.78%)
VolumeN/A
CapitalizationN/A
LMVVX vs VSIAX Comparison Chart
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LMVVX vs. VSIAX commentary
Dec 19, 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 VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 63B vs. LMVVX (106M). VSIAX pays higher dividends than LMVVX: VSIAX (2.01) vs LMVVX (0.23). LMVVX was incepted earlier than VSIAX: LMVVX (5 years) vs VSIAX (13 years). LMVVX is a more actively managed with annual turnover of: 54.00 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 : 16.23 vs. LMVVX (10.21). VSIAX return over 5 years is better than : 52.83 vs. LMVVX (25.01).
| LMVVX | VSIAX | LMVVX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 13 years | - |
| Gain YTD | 8.126 | 15.031 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106M | 63B | 0% |
| Annual Yield % from dividends | 0.23 | 2.01 | 12% |
| Returns for 1 year | 10.21 | 16.23 | 63% |
| Returns for 3 years | 5.60 | 20.67 | 27% |
| Returns for 5 years | 25.01 | 52.83 | 47% |
| Returns for 10 years | N/A | 105.65 | - |
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