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LMVYX vs VSIAX
LMVYX vs VSIAX Comparison
Open Charts LMVYX vs VSIAX
Lord Abbett Focused Small Cap Value I
Price$28.68
Change-$0.83 (-2.81%)
VolumeN/A
Net Assets95.7M
Vanguard Small Cap Value Index Admiral
Price$84.92
Change-$1.96 (-2.26%)
VolumeN/A
Net Assets60.22B
LMVYX vs VSIAX Comparison Chart
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LMVYX vs. VSIAX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 60.2B vs. LMVYX (95.7M). 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 : 9.98 vs. LMVYX (0.88). VSIAX return over 5 years is better than : 47.61 vs. LMVYX (19.17).
| 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 | -3.402 | -0.294 | 1,159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 95.7M | 60.2B | 0% |
| Annual Yield % from dividends | 0.23 | 2.01 | 12% |
| Returns for 1 year | 0.88 | 9.98 | 9% |
| Returns for 3 years | -0.77 | 17.97 | -4% |
| Returns for 5 years | 19.17 | 47.61 | 40% |
| Returns for 10 years | -8.82 | 90.53 | -10% |
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