Interact to see
Advertisement
Advertisement
LMVVX vs VSIAX
LMVVX vs VSIAX Comparison
Open Charts LMVVX vs VSIAX
Lord Abbett Focused Small Cap Value R5
Price$26.23
Change-$0.71 (-2.64%)
VolumeN/A
Net Assets86.28M
Vanguard Small Cap Value Index Admiral
Price$80.74
Change-$2.29 (-2.76%)
VolumeN/A
Net Assets51.69B
LMVVX vs VSIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LMVVX vs. VSIAX commentary
May 23, 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 Hold and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 51.7B vs. LMVVX (86.3M). VSIAX pays higher dividends than LMVVX: VSIAX (2.34) 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 : 2.55 vs. LMVVX (-8.34). VSIAX return over 5 years is better than : 95.59 vs. LMVVX (59.97).
| 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 | -9.262 | -2.352 | 394% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 86.3M | 51.7B | 0% |
| Annual Yield % from dividends | 0.00 | 2.34 | - |
| Returns for 1 year | -8.34 | 2.55 | -327% |
| Returns for 3 years | 3.81 | 23.75 | 16% |
| Returns for 5 years | 59.97 | 95.59 | 63% |
| Returns for 10 years | N/A | 83.58 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| IWFL | 42.90 | N/A | N/A |
| ETRACS 2x Leveraged US Gr Fctr TR ETN | |||
| VEU | 65.02 | -0.29 | -0.44% |
| Vanguard FTSE All-Wld ex-US ETF | |||
| HEQT | 29.24 | -0.17 | -0.58% |
| Simplify Hedged Equity ETF | |||
| PZT | 21.47 | -0.17 | -0.79% |
| Invesco New York AMT-Free Muni Bd ETF | |||
| PJUN | 38.32 | -0.40 | -1.03% |
| Innovator U.S. Equity Power BffrETF™-Jun | |||