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LMVWX vs VSIAX
LMVWX vs VSIAX Comparison
Open Charts LMVWX vs VSIAX
Lord Abbett Focused Small Cap Value R6
Price$28.78
Change-$0.83 (-2.80%)
VolumeN/A
Net Assets95.7M
Vanguard Small Cap Value Index Admiral
Price$84.92
Change-$1.96 (-2.26%)
VolumeN/A
Net Assets60.22B
LMVWX vs VSIAX Comparison Chart
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LMVWX vs. VSIAX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 60.2B vs. LMVWX (95.7M). VSIAX pays higher dividends than LMVWX: VSIAX (2.01) vs LMVWX (0.24). LMVWX was incepted earlier than VSIAX: LMVWX (6 years) vs VSIAX (13 years). LMVWX is a more actively managed with annual turnover of: 54.00 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 : 12.52 vs. LMVWX (3.86). VSIAX return over 5 years is better than : 51.02 vs. LMVWX (22.89).
| LMVWX | VSIAX | LMVWX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 13 years | - |
| Gain YTD | -0.604 | 2.008 | -30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 95.7M | 60.2B | 0% |
| Annual Yield % from dividends | 0.24 | 2.01 | 12% |
| Returns for 1 year | 3.86 | 12.52 | 31% |
| Returns for 3 years | 2.24 | 20.69 | 11% |
| Returns for 5 years | 22.89 | 51.02 | 45% |
| Returns for 10 years | N/A | 94.93 | - |
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