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LMVWX vs VSIIX
LMVWX vs VSIIX Comparison
Open Charts LMVWX vs VSIIX
Lord Abbett Focused Small Cap Value R6
Price$26.87
Change-$0.12 (-0.44%)
VolumeN/A
Net Assets88.78M
Vanguard Small Cap Value Index I
Price$44.57
Change-$0.15 (-0.34%)
VolumeN/A
Net Assets57.63B
LMVWX vs VSIIX Comparison Chart
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VS
VS
LMVWX vs. VSIIX commentary
Mar 13, 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 VSIIX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.6B vs. LMVWX (88.8M). VSIIX pays higher dividends than LMVWX: VSIIX (1.99) vs LMVWX (0.00). LMVWX was incepted earlier than VSIIX: LMVWX (6 years) vs VSIIX (25 years). LMVWX (1.03) 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 : 1.78 vs. LMVWX (-6.00). VSIIX return over 5 years is better than : 111.49 vs. LMVWX (79.15).
| LMVWX | VSIIX | LMVWX / VSIIX | |
| Total Expense Ratio | 0.98 | 0.06 | 1,633% |
| Annual Report Gross Expense Ratio | 1.03 | 0.06 | 1,717% |
| Fund Existence | 6 years | 25 years | - |
| Gain YTD | -9.567 | -5.461 | 175% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 88.8M | 57.6B | 0% |
| Annual Yield % from dividends | 0.00 | 1.99 | - |
| Returns for 1 year | -6.00 | 1.78 | -338% |
| Returns for 3 years | -6.85 | 12.13 | -56% |
| Returns for 5 years | 79.15 | 111.49 | 71% |
| Returns for 10 years | N/A | 83.24 | - |
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