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LMVWX vs VISVX
LMVWX vs VISVX Comparison
Open Charts LMVWX vs VISVX
Lord Abbett Focused Small Cap Value R6
Price$24.86
Change+$0.34 (+1.39%)
VolumeN/A
Net Assets78.39M
Vanguard Small Cap Value Index I
Price$42.27
Change+$0.49 (+1.17%)
VolumeN/A
Net Assets53.62B
LMVWX vs VISVX Comparison Chart
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LMVWX vs. VISVX commentary
Apr 24, 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: 53.6B vs. LMVWX (78.4M). VISVX pays higher dividends than LMVWX: VISVX (2.14) vs LMVWX (0.00). LMVWX was incepted earlier than VISVX: LMVWX (6 years) vs VISVX (27 years). LMVWX (1.03) 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 : -4.28 vs. LMVWX (-13.05). VISVX return over 5 years is better than : 90.16 vs. LMVWX (69.45).
| LMVWX | VISVX | LMVWX / VISVX | |
| Total Expense Ratio | 0.98 | 0.19 | 516% |
| Annual Report Gross Expense Ratio | 1.03 | 0.19 | 542% |
| Fund Existence | 6 years | 27 years | - |
| Gain YTD | -17.691 | -11.979 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78.4M | 53.6B | 0% |
| Annual Yield % from dividends | 0.00 | 2.14 | - |
| Returns for 1 year | -13.05 | -4.28 | 305% |
| Returns for 3 years | -11.59 | 3.68 | -314% |
| Returns for 5 years | 69.45 | 90.16 | 77% |
| Returns for 10 years | N/A | 65.10 | - |
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