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LMVYX vs VSIAX
LMVYX vs VSIAX Comparison
Open Charts LMVYX vs VSIAX
Lord Abbett Focused Small Cap Value I
Price$32.57
Change-$0.27 (-0.82%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$88.94
Change-$0.60 (-0.67%)
VolumeN/A
CapitalizationN/A
LMVYX vs VSIAX Comparison Chart
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LMVYX vs. VSIAX commentary
Nov 18, 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 Buy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.6B vs. LMVYX (107M). 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 (28.76) and LMVYX (28.57) have marching annual gain over last year. VSIAX return over 5 years is better than : 57.44 vs. LMVYX (16.24).
| 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 | 14.121 | 15.498 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107M | 57.6B | 0% |
| Annual Yield % from dividends | 0.23 | 2.01 | 12% |
| Returns for 1 year | 28.57 | 28.76 | 99% |
| Returns for 3 years | -6.10 | 13.29 | -46% |
| Returns for 5 years | 16.24 | 57.44 | 28% |
| Returns for 10 years | -5.12 | 108.79 | -5% |