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LMVYX vs VSIAX
LMVYX vs VSIAX Comparison
Open Charts LMVYX vs VSIAX
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 Admiral
Price$73.67
Change+$0.95 (+1.31%)
VolumeN/A
Net Assets53.62B
LMVYX vs VSIAX Comparison Chart
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LMVYX vs. VSIAX 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 53.6B vs. LMVYX (76.7M). VSIAX pays higher dividends than LMVYX: VSIAX (2.27) vs LMVYX (0.00). LMVYX was incepted earlier than VSIAX: LMVYX (26 years) vs VSIAX (14 years). LMVYX (1.08) 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 : -7.70 vs. LMVYX (-16.19). VSIAX return over 5 years is better than : 76.44 vs. LMVYX (53.86).
| LMVYX | VSIAX | LMVYX / VSIAX | |
| Total Expense Ratio | 1.03 | 0.07 | 1,471% |
| Annual Report Gross Expense Ratio | 1.08 | 0.07 | 1,543% |
| Fund Existence | 26 years | 14 years | - |
| Gain YTD | -19.636 | -14.477 | 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 | 2.27 | - |
| Returns for 1 year | -16.19 | -7.70 | 210% |
| Returns for 3 years | -14.31 | 0.27 | -5,288% |
| Returns for 5 years | 53.86 | 76.44 | 70% |
| Returns for 10 years | -25.88 | 61.05 | -42% |
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