Ad is loading...
LMVVX vs VSIAX
LMVVX vs VSIAX Comparison
Open Charts LMVVX vs VSIAX
Lord Abbett Focused Small Cap Value R5
Price$23.86
Change-$1.18 (-4.71%)
VolumeN/A
Net Assets80.63M
Vanguard Small Cap Value Index Admiral
Price$72.72
Change-$3.25 (-4.28%)
VolumeN/A
Net Assets53.62B
LMVVX vs VSIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LMVVX vs. VSIAX commentary
Apr 11, 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: 53.6B vs. LMVVX (80.6M). VSIAX pays higher dividends than LMVVX: VSIAX (2.27) vs LMVVX (0.00). LMVVX was incepted earlier than VSIAX: LMVVX (6 years) vs VSIAX (14 years). LMVVX (1.08) 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 : -3.59 vs. LMVVX (-12.23). VSIAX return over 5 years is better than : 84.32 vs. LMVVX (61.48).
| LMVVX | VSIAX | LMVVX / VSIAX | |
| Total Expense Ratio | 1.03 | 0.07 | 1,471% |
| Annual Report Gross Expense Ratio | 1.08 | 0.07 | 1,543% |
| Fund Existence | 6 years | 14 years | - |
| Gain YTD | -15.662 | -10.655 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.6M | 53.6B | 0% |
| Annual Yield % from dividends | 0.00 | 2.27 | - |
| Returns for 1 year | -12.23 | -3.59 | 341% |
| Returns for 3 years | -9.75 | 4.89 | -199% |
| Returns for 5 years | 61.48 | 84.32 | 73% |
| Returns for 10 years | N/A | 68.43 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...