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LMVYX vs VISVX
LMVYX vs VISVX Comparison
Open Charts LMVYX vs VISVX
Lord Abbett Focused Small Cap Value I
Price$27.77
Change-$0.21 (-0.75%)
VolumeN/A
Net Assets87.47M
Vanguard Small Cap Value Index I
Price$47.49
Change-$0.03 (-0.06%)
VolumeN/A
Net Assets56.44B
LMVYX vs VISVX Comparison Chart in %
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LMVYX vs. VISVX commentary
Aug 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 Buy and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 56.4B vs. LMVYX (87.5M). VISVX pays higher dividends than LMVYX: VISVX (1.95) 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 : 8.83 vs. LMVYX (-3.42). VISVX return over 5 years is better than : 74.21 vs. LMVYX (36.99).
| 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 | -5.760 | 0.231 | -2,489% |
| 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 | 56.4B | 0% |
| Annual Yield % from dividends | 0.00 | 1.95 | - |
| Returns for 1 year | -3.42 | 8.83 | -39% |
| Returns for 3 years | 4.33 | 22.14 | 20% |
| Returns for 5 years | 36.99 | 74.21 | 50% |
| Returns for 10 years | -12.04 | 94.10 | -13% |
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