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LMVYX vs VSIAX
LMVYX vs VSIAX Comparison
Open Charts LMVYX vs VSIAX
Lord Abbett Focused Small Cap Value I
Price$27.81
Change+$0.48 (+1.76%)
VolumeN/A
Net Assets87.08M
Vanguard Small Cap Value Index Admiral
Price$83.99
Change+$1.17 (+1.41%)
VolumeN/A
Net Assets54.02B
LMVYX vs VSIAX Comparison Chart in %
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LMVYX vs. VSIAX commentary
Jun 28, 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 54B vs. LMVYX (87.1M). VSIAX pays higher dividends than LMVYX: VSIAX (2.23) vs LMVYX (0.00). LMVYX was incepted earlier than VSIAX: LMVYX (26 years) vs VSIAX (14 years). LMVYX (1.10) is less costly to investors than VSIAX (0.07). LMVYX is a more actively managed with annual turnover of: 57.00 vs. VSIAX (16.00). VSIAX has a lower initial minimum investment than LMVYX: VSIAX (3000) vs LMVYX (1000000). VSIAX annual gain was more profitable for investors over the last year : 6.48 vs. LMVYX (-4.34). VSIAX return over 5 years is better than : 91.98 vs. LMVYX (50.87).
| LMVYX | VSIAX | LMVYX / VSIAX | |
| Total Expense Ratio | 1.03 | 0.07 | 1,471% |
| Annual Report Gross Expense Ratio | 1.10 | 0.07 | 1,571% |
| Fund Existence | 26 years | 14 years | - |
| Gain YTD | -7.949 | -2.599 | 306% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 87.1M | 54B | 0% |
| Annual Yield % from dividends | 0.00 | 2.23 | - |
| Returns for 1 year | -4.34 | 6.48 | -67% |
| Returns for 3 years | 9.83 | 26.70 | 37% |
| Returns for 5 years | 50.87 | 91.98 | 55% |
| Returns for 10 years | -13.74 | 87.46 | -16% |
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