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LMVYX vs VSIIX
LMVYX vs VSIIX Comparison
Open Charts LMVYX vs VSIIX
Lord Abbett Focused Small Cap Value I
Price$30.92
Change-$0.28 (-0.90%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.99
Change-$0.42 (-0.87%)
VolumeN/A
CapitalizationN/A
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VS
VS
LMVYX vs VSIIX Comparison Chart
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LMVYX vs. VSIIX commentary
Sep 21, 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 StrongBuy and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.3B vs. LMVYX (103M). VSIIX pays higher dividends than LMVYX: VSIIX (2.02) vs LMVYX (0.23). LMVYX was incepted earlier than VSIIX: LMVYX (25 years) vs VSIIX (25 years). LMVYX is a more actively managed with annual turnover of: 54.00 vs. VSIIX (16.00). LMVYX has a lower initial minimum investment than VSIIX: LMVYX (1000000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 25.85 vs. LMVYX (20.59). VSIIX return over 5 years is better than : 57.12 vs. LMVYX (17.31).
| LMVYX | VSIIX | LMVYX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 25 years | - |
| Gain YTD | 8.339 | 11.364 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103M | 57.3B | 0% |
| Annual Yield % from dividends | 0.23 | 2.02 | 12% |
| Returns for 1 year | 20.59 | 25.85 | 80% |
| Returns for 3 years | 3.24 | 21.47 | 15% |
| Returns for 5 years | 17.31 | 57.12 | 30% |
| Returns for 10 years | -8.58 | 109.23 | -8% |
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