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LMVWX vs VSIIX
LMVWX vs VSIIX Comparison
Open Charts LMVWX vs VSIIX
Lord Abbett Focused Small Cap Value R6
Price$24.86
Change+$0.34 (+1.39%)
VolumeN/A
Net Assets78.39M
Vanguard Small Cap Value Index I
Price$42.34
Change+$0.50 (+1.20%)
VolumeN/A
Net Assets53.62B
LMVWX vs VSIIX Comparison Chart
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LMVWX vs. VSIIX commentary
Apr 24, 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: 53.6B vs. LMVWX (78.4M). VSIIX pays higher dividends than LMVWX: VSIIX (2.28) 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 : -4.26 vs. LMVWX (-13.05). VSIIX return over 5 years is better than : 90.33 vs. LMVWX (69.45).
| 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 | -17.691 | -11.974 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78.4M | 53.6B | 0% |
| Annual Yield % from dividends | 0.00 | 2.28 | - |
| Returns for 1 year | -13.05 | -4.26 | 306% |
| Returns for 3 years | -11.59 | 3.75 | -309% |
| Returns for 5 years | 69.45 | 90.33 | 77% |
| Returns for 10 years | N/A | 65.56 | - |
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