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LMVWX vs VISVX
LMVWX vs VISVX Comparison
Open Charts LMVWX vs VISVX
Lord Abbett Focused Small Cap Value R6
Price$31.02
Change-$0.28 (-0.89%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.91
Change-$0.41 (-0.85%)
VolumeN/A
CapitalizationN/A
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LMVWX vs VISVX Comparison Chart
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LMVWX vs. VISVX commentary
Sep 21, 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 LMVWX is a StrongBuy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.3B vs. LMVWX (103M). VISVX pays higher dividends than LMVWX: VISVX (1.90) vs LMVWX (0.24). LMVWX was incepted earlier than VISVX: LMVWX (5 years) vs VISVX (26 years). LMVWX is a more actively managed with annual turnover of: 54.00 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 : 25.80 vs. LMVWX (16.31). VISVX return over 5 years is better than : 56.98 vs. LMVWX (16.15).
| LMVWX | VISVX | LMVWX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 26 years | - |
| Gain YTD | 6.951 | 11.310 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103M | 57.3B | 0% |
| Annual Yield % from dividends | 0.24 | 1.90 | 13% |
| Returns for 1 year | 16.31 | 25.80 | 63% |
| Returns for 3 years | -0.65 | 21.42 | -3% |
| Returns for 5 years | 16.15 | 56.98 | 28% |
| Returns for 10 years | N/A | 108.54 | - |
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