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LMVYX vs VSIAX
LMVYX vs VSIAX Comparison
Open Charts LMVYX vs VSIAX
Lord Abbett Focused Small Cap Value I
Price$29.88
Change+$0.54 (+1.84%)
VolumeN/A
Net Assets90.99M
Vanguard Small Cap Value Index Admiral
Price$90.99
Change+$1.23 (+1.37%)
VolumeN/A
Net Assets59.22B
LMVYX vs VSIAX Comparison Chart in %
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LMVYX vs. VSIAX commentary
Sep 19, 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 VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 59.2B vs. LMVYX (91M). VSIAX pays higher dividends than LMVYX: VSIAX (1.97) 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 : 5.98 vs. LMVYX (-3.87). VSIAX return over 5 years is better than : 87.49 vs. LMVYX (47.61).
| 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 | -1.179 | 5.695 | -21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 91M | 59.2B | 0% |
| Annual Yield % from dividends | 0.00 | 1.97 | - |
| Returns for 1 year | -3.87 | 5.98 | -65% |
| Returns for 3 years | 14.60 | 33.90 | 43% |
| Returns for 5 years | 47.61 | 87.49 | 54% |
| Returns for 10 years | -5.64 | 116.07 | -5% |
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