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LMVYX vs VISVX
LMVYX vs VISVX Comparison
Open Charts LMVYX vs VISVX
Lord Abbett Focused Small Cap Value I
Price$24.13
Change+$0.27 (+1.13%)
VolumeN/A
Net Assets76.68M
Vanguard Small Cap Value Index I
Price$41.12
Change+$0.53 (+1.31%)
VolumeN/A
Net Assets53.62B
LMVYX vs VISVX Comparison Chart
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LMVYX vs. VISVX commentary
Apr 12, 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: 53.6B vs. LMVYX (76.7M). VISVX pays higher dividends than LMVYX: VISVX (2.14) vs LMVYX (0.00). LMVYX was incepted earlier than VISVX: LMVYX (26 years) vs VISVX (27 years). LMVYX (1.08) 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 : -7.72 vs. LMVYX (-16.19). VISVX return over 5 years is better than : 76.32 vs. LMVYX (53.86).
| LMVYX | VISVX | LMVYX / VISVX | |
| Total Expense Ratio | 1.03 | 0.19 | 542% |
| Annual Report Gross Expense Ratio | 1.08 | 0.19 | 568% |
| Fund Existence | 26 years | 27 years | - |
| Gain YTD | -19.636 | -14.486 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.7M | 53.6B | 0% |
| Annual Yield % from dividends | 0.00 | 2.14 | - |
| Returns for 1 year | -16.19 | -7.72 | 210% |
| Returns for 3 years | -14.31 | 0.22 | -6,611% |
| Returns for 5 years | 53.86 | 76.32 | 71% |
| Returns for 10 years | -25.88 | 60.70 | -43% |
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