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LMVWX vs VSIAX
LMVWX vs VSIAX Comparison
Open Charts LMVWX vs VSIAX
Lord Abbett Focused Small Cap Value R6
Price$31.02
Change-$0.28 (-0.89%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$85.86
Change-$0.74 (-0.85%)
VolumeN/A
CapitalizationN/A
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VS
VS
LMVWX vs VSIAX Comparison Chart
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LMVWX vs. VSIAX 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.3B vs. LMVWX (103M). VSIAX pays higher dividends than LMVWX: VSIAX (2.01) vs LMVWX (0.24). LMVWX was incepted earlier than VSIAX: LMVWX (5 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 : 21.77 vs. LMVWX (16.31). VSIAX return over 5 years is better than : 55.85 vs. LMVWX (16.15).
| LMVWX | VSIAX | LMVWX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 13 years | - |
| Gain YTD | 6.951 | 10.460 | 66% |
| 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 | 2.01 | 12% |
| Returns for 1 year | 16.31 | 21.77 | 75% |
| Returns for 3 years | -0.65 | 17.82 | -4% |
| Returns for 5 years | 16.15 | 55.85 | 29% |
| Returns for 10 years | N/A | 102.73 | - |
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