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LMVYX vs VSIAX
LMVYX vs VSIAX Comparison
Open Charts LMVYX vs VSIAX
Lord Abbett Focused Small Cap Value I
Price$29.71
Change-$1.16 (-3.76%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$85.23
Change-$3.35 (-3.78%)
VolumeN/A
CapitalizationN/A
LMVYX vs VSIAX Comparison Chart
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LMVYX vs. VSIAX commentary
Dec 19, 2024
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: 63B vs. LMVYX (106M). VSIAX pays higher dividends than LMVYX: VSIAX (2.01) vs LMVYX (0.23). LMVYX was incepted earlier than VSIAX: LMVYX (25 years) vs VSIAX (13 years). LMVYX is a more actively managed with annual turnover of: 54.00 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 : 16.23 vs. LMVYX (10.25). VSIAX return over 5 years is better than : 52.83 vs. LMVYX (25.01).
| LMVYX | VSIAX | LMVYX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 13 years | - |
| Gain YTD | 8.164 | 15.031 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106M | 63B | 0% |
| Annual Yield % from dividends | 0.23 | 2.01 | 12% |
| Returns for 1 year | 10.25 | 16.23 | 63% |
| Returns for 3 years | 5.60 | 20.67 | 27% |
| Returns for 5 years | 25.01 | 52.83 | 47% |
| Returns for 10 years | 1.16 | 105.65 | 1% |
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