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LMVYX vs VSIAX
LMVYX vs VSIAX Comparison
Open Charts LMVYX vs VSIAX
Lord Abbett Focused Small Cap Value I
Price$25.97
Change+$0.09 (+0.35%)
VolumeN/A
Net Assets83.01M
Vanguard Small Cap Value Index Admiral
Price$79.75
Change+$1.27 (+1.62%)
VolumeN/A
Net Assets51.69B
LMVYX vs VSIAX Comparison Chart
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LMVYX vs. VSIAX commentary
May 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 Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 51.7B vs. LMVYX (83M). VSIAX pays higher dividends than LMVYX: VSIAX (2.34) 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 : -1.42 vs. LMVYX (-9.95). VSIAX return over 5 years is better than : 85.43 vs. LMVYX (56.26).
| 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 | -12.833 | -7.703 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 83M | 51.7B | 0% |
| Annual Yield % from dividends | 0.00 | 2.34 | - |
| Returns for 1 year | -9.95 | -1.42 | 700% |
| Returns for 3 years | -1.11 | 16.06 | -7% |
| Returns for 5 years | 56.26 | 85.43 | 66% |
| Returns for 10 years | -17.51 | 75.85 | -23% |
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