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LMVYX vs VISVX
LMVYX vs VISVX Comparison
Open Charts LMVYX vs VISVX
Lord Abbett Focused Small Cap Value I
Price$29.71
Change-$1.16 (-3.76%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.56
Change-$1.86 (-3.76%)
VolumeN/A
CapitalizationN/A
LMVYX vs VISVX Comparison Chart
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LMVYX vs. VISVX commentary
Dec 19, 2024
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: 63B vs. LMVYX (106M). VISVX pays higher dividends than LMVYX: VISVX (1.90) vs LMVYX (0.23). LMVYX was incepted earlier than VISVX: LMVYX (25 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 : 16.18 vs. LMVYX (10.25). VISVX return over 5 years is better than : 52.67 vs. LMVYX (25.01).
| LMVYX | VISVX | LMVYX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 27 years | - |
| Gain YTD | 8.164 | 14.945 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106M | 63B | 0% |
| Annual Yield % from dividends | 0.23 | 1.90 | 12% |
| Returns for 1 year | 10.25 | 16.18 | 63% |
| Returns for 3 years | 5.60 | 20.58 | 27% |
| Returns for 5 years | 25.01 | 52.67 | 47% |
| Returns for 10 years | 1.16 | 105.07 | 1% |
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