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LMVYX vs VISVX
LMVYX vs VISVX Comparison
Open Charts LMVYX vs VISVX
Lord Abbett Focused Small Cap Value I
Price$28.68
Change-$0.83 (-2.81%)
VolumeN/A
Net Assets95.7M
Vanguard Small Cap Value Index I
Price$47.39
Change-$1.09 (-2.25%)
VolumeN/A
Net Assets60.22B
LMVYX vs VISVX Comparison Chart
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LMVYX vs. VISVX commentary
Feb 23, 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: 60.2B vs. LMVYX (95.7M). 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 : 9.96 vs. LMVYX (0.88). VISVX return over 5 years is better than : 47.46 vs. LMVYX (19.17).
| 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 | -3.402 | -0.316 | 1,078% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 95.7M | 60.2B | 0% |
| Annual Yield % from dividends | 0.23 | 1.90 | 12% |
| Returns for 1 year | 0.88 | 9.96 | 9% |
| Returns for 3 years | -0.77 | 17.90 | -4% |
| Returns for 5 years | 19.17 | 47.46 | 40% |
| Returns for 10 years | -8.82 | 90.10 | -10% |
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