Ad is loading...
LMVVX vs VSIIX
LMVVX vs VSIIX Comparison
Open Charts LMVVX vs VSIIX
Lord Abbett Focused Small Cap Value R5
Price$29.57
Change-$0.55 (-1.83%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$45.55
Change-$0.66 (-1.43%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
LMVVX vs VSIIX Comparison Chart
Loading...
LMVVX vs. VSIIX commentary
Sep 08, 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 VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.3B vs. LMVVX (98.4M). VSIIX pays higher dividends than LMVVX: VSIIX (2.02) vs LMVVX (0.23). LMVVX was incepted earlier than VSIIX: LMVVX (5 years) vs VSIIX (25 years). LMVVX is a more actively managed with annual turnover of: 54.00 vs. VSIIX (16.00). LMVVX has a lower initial minimum investment than VSIIX: LMVVX (0) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 16.99 vs. LMVVX (12.52). VSIIX return over 5 years is better than : 55.43 vs. LMVVX (18.54).
| LMVVX | VSIIX | LMVVX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 25 years | - |
| Gain YTD | 5.499 | 7.233 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 98.4M | 57.3B | 0% |
| Annual Yield % from dividends | 0.23 | 2.02 | 12% |
| Returns for 1 year | 12.52 | 16.99 | 74% |
| Returns for 3 years | -4.81 | 11.34 | -42% |
| Returns for 5 years | 18.54 | 55.43 | 33% |
| Returns for 10 years | N/A | 93.38 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| FXF | 105.26 | 0.24 | +0.23% |
| Invesco CurrencyShares® Swiss Franc | |||
| RDFI | 24.47 | 0.02 | +0.08% |
| Rareview Dynamic Fixed Income ETF | |||
| JULQ | 25.03 | 0.01 | +0.06% |
| Innovator Premium Income 40 Bar ETF -Jul | |||
| BOXX | 108.54 | 0.01 | +0.01% |
| Alpha Architect 1-3 Month Box ETF | |||
| CFA | 82.71 | -0.64 | -0.77% |
| VictoryShares US 500 Volatility Wtd ETF | |||