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LMVWX vs VSIIX
LMVWX vs VSIIX Comparison
Open Charts LMVWX vs VSIIX
Lord Abbett Focused Small Cap Value R6
Price$28.92
Change-$0.18 (-0.62%)
VolumeN/A
Net Assets91.49M
Vanguard Small Cap Value Index I
Price$48.14
Change-$0.05 (-0.10%)
VolumeN/A
Net Assets55.61B
LMVWX vs VSIIX Comparison Chart in %
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LMVWX vs. VSIIX commentary
Jul 21, 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: 55.6B vs. LMVWX (91.5M). VSIIX pays higher dividends than LMVWX: VSIIX (2.12) 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 : 4.50 vs. LMVWX (-6.62). VSIIX return over 5 years is better than : 87.50 vs. LMVWX (50.57).
| 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 | -2.920 | 1.408 | -207% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 91.5M | 55.6B | 0% |
| Annual Yield % from dividends | 0.00 | 2.12 | - |
| Returns for 1 year | -6.62 | 4.50 | -147% |
| Returns for 3 years | 14.08 | 30.25 | 47% |
| Returns for 5 years | 50.57 | 87.50 | 58% |
| Returns for 10 years | N/A | 96.21 | - |
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