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LMVYX vs VSIAX
LMVYX vs VSIAX Comparison
Open Charts LMVYX vs VSIAX
Lord Abbett Focused Small Cap Value I
Price$27.77
Change-$0.21 (-0.75%)
VolumeN/A
Net Assets87.47M
Vanguard Small Cap Value Index Admiral
Price$85.09
Change-$0.05 (-0.06%)
VolumeN/A
Net Assets56.44B
LMVYX vs VSIAX Comparison Chart in %
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LMVYX vs. VSIAX commentary
Aug 09, 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 Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 56.4B vs. LMVYX (87.5M). VSIAX pays higher dividends than LMVYX: VSIAX (2.07) 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 : 8.85 vs. LMVYX (-3.42). VSIAX return over 5 years is better than : 74.37 vs. LMVYX (36.99).
| 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 | -5.760 | 0.255 | -2,262% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 87.5M | 56.4B | 0% |
| Annual Yield % from dividends | 0.00 | 2.07 | - |
| Returns for 1 year | -3.42 | 8.85 | -39% |
| Returns for 3 years | 4.33 | 22.20 | 20% |
| Returns for 5 years | 36.99 | 74.37 | 50% |
| Returns for 10 years | -12.04 | 94.51 | -13% |
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