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LMVWX vs VISVX
LMVWX vs VISVX Comparison
Open Charts LMVWX vs VISVX
Lord Abbett Focused Small Cap Value R6
Price$28.92
Change-$0.18 (-0.62%)
VolumeN/A
Net Assets91.49M
Vanguard Small Cap Value Index I
Price$48.07
Change-$0.05 (-0.10%)
VolumeN/A
Net Assets55.61B
LMVWX vs VISVX Comparison Chart in %
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LMVWX vs. VISVX commentary
Jul 21, 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 LMVWX is a Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 55.6B vs. LMVWX (91.5M). VISVX pays higher dividends than LMVWX: VISVX (1.99) vs LMVWX (0.00). LMVWX was incepted earlier than VISVX: LMVWX (6 years) vs VISVX (27 years). LMVWX (1.06) is less costly to investors than VISVX (0.19). LMVWX is a more actively managed with annual turnover of: 57.00 vs. VISVX (16.00). LMVWX has a lower initial minimum investment than VISVX: LMVWX (0) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 4.47 vs. LMVWX (-6.62). VISVX return over 5 years is better than : 87.35 vs. LMVWX (50.57).
| LMVWX | VISVX | LMVWX / VISVX | |
| Total Expense Ratio | 0.99 | 0.19 | 521% |
| Annual Report Gross Expense Ratio | 1.06 | 0.19 | 558% |
| Fund Existence | 6 years | 27 years | - |
| Gain YTD | -2.920 | 1.391 | -210% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 91.5M | 55.6B | 0% |
| Annual Yield % from dividends | 0.00 | 1.99 | - |
| Returns for 1 year | -6.62 | 4.47 | -148% |
| Returns for 3 years | 14.08 | 30.14 | 47% |
| Returns for 5 years | 50.57 | 87.35 | 58% |
| Returns for 10 years | N/A | 95.73 | - |
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