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LMVYX vs VSIAX
LMVYX vs VSIAX Comparison
Open Charts LMVYX vs VSIAX
Lord Abbett Focused Small Cap Value I
Price$26.97
Change+$0.33 (+1.24%)
VolumeN/A
Net Assets85.38M
Vanguard Small Cap Value Index Admiral
Price$82.42
Change+$0.99 (+1.22%)
VolumeN/A
Net Assets54.02B
LMVYX vs VSIAX Comparison Chart
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LMVYX vs. VSIAX commentary
Jun 07, 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 StrongBuy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 54B vs. LMVYX (85.4M). 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 : 3.02 vs. LMVYX (-8.07). VSIAX return over 5 years is better than : 64.97 vs. LMVYX (28.49).
| 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 | -10.273 | -4.234 | 243% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 85.4M | 54B | 0% |
| Annual Yield % from dividends | 0.00 | 2.23 | - |
| Returns for 1 year | -8.07 | 3.02 | -268% |
| Returns for 3 years | -5.35 | 12.14 | -44% |
| Returns for 5 years | 28.49 | 64.97 | 44% |
| Returns for 10 years | -16.05 | 82.86 | -19% |
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