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LMVVX vs VSIAX
LMVVX vs VSIAX Comparison
Open Charts LMVVX vs VSIAX
Lord Abbett Focused Small Cap Value R5
Price$30.28
Change+$0.18 (+0.60%)
VolumeN/A
Net Assets103.17M
Vanguard Small Cap Value Index Admiral
Price$87.91
Change+$0.39 (+0.45%)
VolumeN/A
Net Assets58.32B
LMVVX vs VSIAX Comparison Chart
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LMVVX vs. VSIAX commentary
Jan 19, 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: 58.3B vs. LMVVX (103M). VSIAX pays higher dividends than LMVVX: VSIAX (2.01) vs LMVVX (0.23). LMVVX was incepted earlier than VSIAX: LMVVX (6 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 : 18.49 vs. LMVVX (10.43). VSIAX return over 5 years is better than : 50.37 vs. LMVVX (21.98).
| LMVVX | VSIAX | LMVVX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 13 years | - |
| Gain YTD | 1.987 | 3.217 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103M | 58.3B | 0% |
| Annual Yield % from dividends | 0.23 | 2.01 | 12% |
| Returns for 1 year | 10.43 | 18.49 | 56% |
| Returns for 3 years | -2.63 | 17.05 | -15% |
| Returns for 5 years | 21.98 | 50.37 | 44% |
| Returns for 10 years | N/A | 109.60 | - |
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