Ad is loading...
Ad is loading...
LMVYX vs VISVX
LMVYX vs VISVX Comparison
Open Charts LMVYX vs VISVX
Lord Abbett Focused Small Cap Value I
Price$32.57
Change-$0.27 (-0.82%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$49.63
Change-$0.34 (-0.68%)
VolumeN/A
CapitalizationN/A
LMVYX vs VISVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LMVYX vs. VISVX commentary
Nov 18, 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 Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.6B vs. LMVYX (107M). 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 (28.71) and LMVYX (28.57) have marching annual gain over last year. VISVX return over 5 years is better than : 57.32 vs. LMVYX (16.24).
| 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 | 14.121 | 15.433 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107M | 57.6B | 0% |
| Annual Yield % from dividends | 0.23 | 1.90 | 12% |
| Returns for 1 year | 28.57 | 28.71 | 100% |
| Returns for 3 years | -6.10 | 13.23 | -46% |
| Returns for 5 years | 16.24 | 57.32 | 28% |
| Returns for 10 years | -5.12 | 108.21 | -5% |