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LMVWX vs VISVX
LMVWX vs VISVX Comparison
Open Charts LMVWX vs VISVX
Lord Abbett Focused Small Cap Value R6
Price$26.90
Change-$0.32 (-1.18%)
VolumeN/A
Net Assets86.94M
Vanguard Small Cap Value Index I
Price$45.98
Change-$0.38 (-0.82%)
VolumeN/A
Net Assets51.69B
LMVWX vs VISVX Comparison Chart
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LMVWX vs. VISVX commentary
May 15, 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: 51.7B vs. LMVWX (86.9M). VISVX pays higher dividends than LMVWX: VISVX (2.21) 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 : 2.78 vs. LMVWX (-6.90). VISVX return over 5 years is better than : 112.94 vs. LMVWX (80.88).
| 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 | -8.996 | -2.709 | 332% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 86.9M | 51.7B | 0% |
| Annual Yield % from dividends | 0.00 | 2.21 | - |
| Returns for 1 year | -6.90 | 2.78 | -248% |
| Returns for 3 years | 3.60 | 21.34 | 17% |
| Returns for 5 years | 80.88 | 112.94 | 72% |
| Returns for 10 years | N/A | 83.39 | - |
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