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LMVYX vs VSIAX
LMVYX vs VSIAX Comparison
Open Charts LMVYX vs VSIAX
Lord Abbett Focused Small Cap Value I
Price$30.28
Change+$0.19 (+0.63%)
VolumeN/A
Net Assets103.17M
Vanguard Small Cap Value Index Admiral
Price$87.91
Change+$0.39 (+0.45%)
VolumeN/A
Net Assets58.32B
LMVYX vs VSIAX Comparison Chart
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LMVYX vs. VSIAX commentary
Jan 19, 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 Hold and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 58.3B vs. LMVYX (103M). VSIAX pays higher dividends than LMVYX: VSIAX (2.01) vs LMVYX (0.23). LMVYX was incepted earlier than VSIAX: LMVYX (26 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 : 18.49 vs. LMVYX (10.43). VSIAX return over 5 years is better than : 50.37 vs. LMVYX (21.98).
| LMVYX | VSIAX | LMVYX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 13 years | - |
| Gain YTD | 1.987 | 3.217 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103M | 58.3B | 0% |
| Annual Yield % from dividends | 0.23 | 2.01 | 12% |
| Returns for 1 year | 10.43 | 18.49 | 56% |
| Returns for 3 years | -2.63 | 17.05 | -15% |
| Returns for 5 years | 21.98 | 50.37 | 44% |
| Returns for 10 years | 2.47 | 109.60 | 2% |
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