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LMVWX vs VSIIX
LMVWX vs VSIIX Comparison
Open Charts LMVWX vs VSIIX
Lord Abbett Focused Small Cap Value R6
Price$30.54
Change+$0.26 (+0.86%)
VolumeN/A
Net Assets102.3M
Vanguard Small Cap Value Index I
Price$49.78
Change+$0.54 (+1.10%)
VolumeN/A
Net Assets58.32B
LMVWX vs VSIIX Comparison Chart
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VS
VS
LMVWX vs. VSIIX commentary
Jan 31, 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 Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 58.3B vs. LMVWX (102M). VSIIX pays higher dividends than LMVWX: VSIIX (2.02) vs LMVWX (0.24). LMVWX was incepted earlier than VSIIX: LMVWX (6 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 : 17.44 vs. LMVWX (8.14). VSIIX return over 5 years is better than : 57.90 vs. LMVWX (28.87).
| LMVWX | VSIIX | LMVWX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 25 years | - |
| Gain YTD | 1.645 | 3.424 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 102M | 58.3B | 0% |
| Annual Yield % from dividends | 0.24 | 2.02 | 12% |
| Returns for 1 year | 8.14 | 17.44 | 47% |
| Returns for 3 years | 3.03 | 21.68 | 14% |
| Returns for 5 years | 28.87 | 57.90 | 50% |
| Returns for 10 years | N/A | 107.65 | - |
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