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LMVWX vs VSIIX
LMVWX vs VSIIX Comparison
Open Charts LMVWX vs VSIIX
Lord Abbett Focused Small Cap Value R6
Price$31.02
Change-$0.28 (-0.89%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.99
Change-$0.42 (-0.87%)
VolumeN/A
CapitalizationN/A
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VS
VS
LMVWX vs VSIIX Comparison Chart
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LMVWX vs. VSIIX 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 VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.3B vs. LMVWX (103M). VSIIX pays higher dividends than LMVWX: VSIIX (2.02) vs LMVWX (0.24). LMVWX was incepted earlier than VSIIX: LMVWX (5 years) vs VSIIX (25 years). LMVWX is a more actively managed with annual turnover of: 54.00 vs. VSIIX (16.00). LMVWX has a lower initial minimum investment than VSIIX: LMVWX (0) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 24.93 vs. LMVWX (16.31). VSIIX return over 5 years is better than : 58.50 vs. LMVWX (16.15).
| LMVWX | VSIIX | LMVWX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 25 years | - |
| Gain YTD | 6.951 | 12.339 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103M | 57.3B | 0% |
| Annual Yield % from dividends | 0.24 | 2.02 | 12% |
| Returns for 1 year | 16.31 | 24.93 | 65% |
| Returns for 3 years | -0.65 | 22.14 | -3% |
| Returns for 5 years | 16.15 | 58.50 | 28% |
| Returns for 10 years | N/A | 109.09 | - |
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