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LMVWX vs VISVX
LMVWX vs VISVX Comparison
Open Charts LMVWX vs VISVX
Lord Abbett Focused Small Cap Value R6
Price$29.81
Change-$1.17 (-3.78%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.56
Change-$1.86 (-3.76%)
VolumeN/A
CapitalizationN/A
LMVWX vs VISVX Comparison Chart
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LMVWX vs. VISVX commentary
Dec 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 63B vs. LMVWX (106M). VISVX pays higher dividends than LMVWX: VISVX (1.90) vs LMVWX (0.24). LMVWX was incepted earlier than VISVX: LMVWX (5 years) vs VISVX (27 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 : 16.18 vs. LMVWX (10.33). VISVX return over 5 years is better than : 52.67 vs. LMVWX (25.37).
| LMVWX | VISVX | LMVWX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 27 years | - |
| Gain YTD | 8.208 | 14.945 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106M | 63B | 0% |
| Annual Yield % from dividends | 0.24 | 1.90 | 13% |
| Returns for 1 year | 10.33 | 16.18 | 64% |
| Returns for 3 years | 5.81 | 20.58 | 28% |
| Returns for 5 years | 25.37 | 52.67 | 48% |
| Returns for 10 years | N/A | 105.07 | - |
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