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LMVYX vs VISVX
LMVYX vs VISVX Comparison
Open Charts LMVYX vs VISVX
Lord Abbett Focused Small Cap Value I
Price$30.28
Change+$0.19 (+0.63%)
VolumeN/A
Net Assets103.17M
Vanguard Small Cap Value Index I
Price$49.06
Change+$0.22 (+0.45%)
VolumeN/A
Net Assets58.32B
LMVYX vs VISVX Comparison Chart
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LMVYX vs. VISVX commentary
Jan 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 Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 58.3B vs. LMVYX (103M). VISVX pays higher dividends than LMVYX: VISVX (1.90) vs LMVYX (0.23). LMVYX was incepted earlier than VISVX: LMVYX (26 years) vs VISVX (27 years). LMVYX is a more actively managed with annual turnover of: 54.00 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 : 18.46 vs. LMVYX (10.43). VISVX return over 5 years is better than : 50.22 vs. LMVYX (21.98).
| LMVYX | VISVX | LMVYX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 27 years | - |
| Gain YTD | 1.987 | 3.197 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103M | 58.3B | 0% |
| Annual Yield % from dividends | 0.23 | 1.90 | 12% |
| Returns for 1 year | 10.43 | 18.46 | 57% |
| Returns for 3 years | -2.63 | 16.97 | -15% |
| Returns for 5 years | 21.98 | 50.22 | 44% |
| Returns for 10 years | 2.47 | 109.01 | 2% |
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