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LMVWX vs VSIIX
LMVWX vs VSIIX Comparison
Open Charts LMVWX vs VSIIX
Lord Abbett Focused Small Cap Value R6
Price$29.91
Change-$0.07 (-0.23%)
VolumeN/A
Net Assets92.33M
Vanguard Small Cap Value Index I
Price$50.22
Change-$0.13 (-0.26%)
VolumeN/A
Net Assets56.44B
LMVWX vs VSIIX Comparison Chart in %
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LMVWX vs. VSIIX commentary
Aug 29, 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 Buy and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 56.4B vs. LMVWX (92.3M). VSIIX pays higher dividends than LMVWX: VSIIX (2.08) vs LMVWX (0.00). LMVWX was incepted earlier than VSIIX: LMVWX (6 years) vs VSIIX (26 years). LMVWX (1.06) is less costly to investors than VSIIX (0.06). LMVWX is a more actively managed with annual turnover of: 57.00 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 : 7.42 vs. LMVWX (-3.73). VSIIX return over 5 years is better than : 82.66 vs. LMVWX (43.18).
| LMVWX | VSIIX | LMVWX / VSIIX | |
| Total Expense Ratio | 0.99 | 0.06 | 1,650% |
| Annual Report Gross Expense Ratio | 1.06 | 0.06 | 1,767% |
| Fund Existence | 6 years | 26 years | - |
| Gain YTD | 0.638 | 6.063 | 11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 92.3M | 56.4B | 0% |
| Annual Yield % from dividends | 0.00 | 2.08 | - |
| Returns for 1 year | -3.73 | 7.42 | -50% |
| Returns for 3 years | 13.15 | 30.26 | 43% |
| Returns for 5 years | 43.18 | 82.66 | 52% |
| Returns for 10 years | N/A | 116.40 | - |
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