Interact to see
Advertisement
Advertisement
LMVYX vs VISVX
LMVYX vs VISVX Comparison
Open Charts LMVYX vs VISVX
Lord Abbett Focused Small Cap Value I
Price$29.13
Change+$0.24 (+0.83%)
VolumeN/A
Net Assets87.51M
Vanguard Small Cap Value Index I
Price$50.34
Change+$0.27 (+0.54%)
VolumeN/A
Net Assets59.14B
LMVYX vs VISVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LMVYX vs. VISVX commentary
Oct 09, 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 StrongBuy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.1B vs. LMVYX (87.5M). VISVX pays higher dividends than LMVYX: VISVX (1.88) 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 : 6.07 vs. LMVYX (-6.17). VISVX return over 5 years is better than : 78.02 vs. LMVYX (36.08).
| 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 | -2.695 | 5.707 | -47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 87.5M | 59.1B | 0% |
| Annual Yield % from dividends | 0.00 | 1.88 | - |
| Returns for 1 year | -6.17 | 6.07 | -102% |
| Returns for 3 years | 19.90 | 43.26 | 46% |
| Returns for 5 years | 36.08 | 78.02 | 46% |
| Returns for 10 years | -9.97 | 111.90 | -9% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement