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LMVWX vs VSIIX
LMVWX vs VSIIX Comparison
Open Charts LMVWX vs VSIIX
Lord Abbett Focused Small Cap Value R6
Price$29.81
Change-$1.17 (-3.78%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.64
Change-$1.87 (-3.78%)
VolumeN/A
CapitalizationN/A
LMVWX vs VSIIX Comparison Chart
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LMVWX vs. VSIIX commentary
Dec 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 63B vs. LMVWX (106M). 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 : 16.22 vs. LMVWX (10.33). VSIIX return over 5 years is better than : 52.86 vs. LMVWX (25.37).
| 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 | 8.208 | 15.027 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106M | 63B | 0% |
| Annual Yield % from dividends | 0.24 | 2.02 | 12% |
| Returns for 1 year | 10.33 | 16.22 | 64% |
| Returns for 3 years | 5.81 | 20.66 | 28% |
| Returns for 5 years | 25.37 | 52.86 | 48% |
| Returns for 10 years | N/A | 105.75 | - |