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LMVVX vs VSIAX
LMVVX vs VSIAX Comparison
Open Charts LMVVX vs VSIAX
Lord Abbett Focused Small Cap Value R5
Price$27.98
Change-$0.40 (-1.41%)
VolumeN/A
Net Assets89.43M
Vanguard Small Cap Value Index Admiral
Price$85.14
Change-$0.34 (-0.40%)
VolumeN/A
Net Assets56.44B
LMVVX vs VSIAX Comparison Chart in %
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LMVVX vs. VSIAX commentary
Aug 07, 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 Buy and VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 56.4B vs. LMVVX (89.4M). VSIAX pays higher dividends than LMVVX: VSIAX (2.07) 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 : 8.30 vs. LMVVX (-3.30). VSIAX return over 5 years is better than : 75.07 vs. LMVVX (38.96).
| 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 | -4.412 | 0.655 | -674% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 89.4M | 56.4B | 0% |
| Annual Yield % from dividends | 0.00 | 2.07 | - |
| Returns for 1 year | -3.30 | 8.30 | -40% |
| Returns for 3 years | 7.06 | 23.66 | 30% |
| Returns for 5 years | 38.96 | 75.07 | 52% |
| Returns for 10 years | N/A | 98.18 | - |
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