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LMVYX vs VISVX
LMVYX vs VISVX Comparison
Open Charts LMVYX vs VISVX
Lord Abbett Focused Small Cap Value I
Price$29.88
Change+$0.54 (+1.84%)
VolumeN/A
Net Assets90.99M
Vanguard Small Cap Value Index I
Price$50.77
Change+$0.69 (+1.38%)
VolumeN/A
Net Assets59.22B
LMVYX vs VISVX Comparison Chart in %
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LMVYX vs. VISVX commentary
Sep 19, 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 LMVYX is a Hold and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.2B vs. LMVYX (91M). VISVX pays higher dividends than LMVYX: VISVX (1.86) vs LMVYX (0.00). LMVYX was incepted earlier than VISVX: LMVYX (26 years) vs VISVX (27 years). LMVYX (1.10) is less costly to investors than VISVX (0.19). LMVYX is a more actively managed with annual turnover of: 57.00 vs. VISVX (16.00). VISVX has a lower initial minimum investment than LMVYX: VISVX (3000) vs LMVYX (1000000). VISVX annual gain was more profitable for investors over the last year : 5.93 vs. LMVYX (-3.87). VISVX return over 5 years is better than : 87.30 vs. LMVYX (47.61).
| LMVYX | VISVX | LMVYX / VISVX | |
| Total Expense Ratio | 1.03 | 0.19 | 542% |
| Annual Report Gross Expense Ratio | 1.10 | 0.19 | 579% |
| Fund Existence | 26 years | 27 years | - |
| Gain YTD | -1.179 | 5.631 | -21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 91M | 59.2B | 0% |
| Annual Yield % from dividends | 0.00 | 1.86 | - |
| Returns for 1 year | -3.87 | 5.93 | -65% |
| Returns for 3 years | 14.60 | 33.76 | 43% |
| Returns for 5 years | 47.61 | 87.30 | 55% |
| Returns for 10 years | -5.64 | 115.58 | -5% |
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