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LMVWX vs VSIAX
LMVWX vs VSIAX Comparison
Open Charts LMVWX vs VSIAX
Lord Abbett Focused Small Cap Value R6
Price$26.74
Change-$0.07 (-0.26%)
VolumeN/A
Net Assets85.38M
Vanguard Small Cap Value Index Admiral
Price$81.43
Change-$0.11 (-0.13%)
VolumeN/A
Net Assets54.02B
LMVWX vs VSIAX Comparison Chart
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LMVWX vs. VSIAX commentary
Jun 07, 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 StrongBuy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 54B vs. LMVWX (85.4M). VSIAX pays higher dividends than LMVWX: VSIAX (2.23) vs LMVWX (0.00). LMVWX was incepted earlier than VSIAX: LMVWX (6 years) vs VSIAX (14 years). LMVWX (1.06) is less costly to investors than VSIAX (0.07). LMVWX is a more actively managed with annual turnover of: 57.00 vs. VSIAX (16.00). LMVWX has a lower initial minimum investment than VSIAX: LMVWX (0) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 2.78 vs. LMVWX (-8.06). VSIAX return over 5 years is better than : 65.19 vs. LMVWX (29.14).
| LMVWX | VSIAX | LMVWX / VSIAX | |
| Total Expense Ratio | 0.99 | 0.07 | 1,414% |
| Annual Report Gross Expense Ratio | 1.06 | 0.07 | 1,514% |
| Fund Existence | 6 years | 14 years | - |
| Gain YTD | -10.003 | -4.104 | 244% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 85.4M | 54B | 0% |
| Annual Yield % from dividends | 0.00 | 2.23 | - |
| Returns for 1 year | -8.06 | 2.78 | -290% |
| Returns for 3 years | -3.68 | 13.59 | -27% |
| Returns for 5 years | 29.14 | 65.19 | 45% |
| Returns for 10 years | N/A | 82.79 | - |
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