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LRSCX vs VSIIX
LRSCX vs VSIIX Comparison
Open Charts LRSCX vs VSIIX
Lord Abbett Small Cap Value A
Price$17.61
Change-$0.15 (-0.84%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$49.71
Change-$0.34 (-0.68%)
VolumeN/A
CapitalizationN/A
LRSCX vs VSIIX Comparison Chart
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VS
VS
LRSCX vs. VSIIX 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 LRSCX is a StrongBuy and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.6B vs. LRSCX (422M). VSIIX pays higher dividends than LRSCX: VSIIX (2.02) vs LRSCX (0.11). LRSCX was incepted earlier than VSIIX: LRSCX (29 years) vs VSIIX (25 years). LRSCX is a more actively managed with annual turnover of: 34.00 vs. VSIIX (16.00). LRSCX has a lower initial minimum investment than VSIIX: LRSCX (1000) vs VSIIX (5000000). LRSCX annual gain was more profitable for investors over the last year : 31.78 vs. VSIIX (28.76). VSIIX return over 5 years is better than : 57.48 vs. LRSCX (1.45).
| LRSCX | VSIIX | LRSCX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 25 years | - |
| Gain YTD | 17.635 | 15.492 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 422M | 57.6B | 1% |
| Annual Yield % from dividends | 0.11 | 2.02 | 6% |
| Returns for 1 year | 31.78 | 28.76 | 110% |
| Returns for 3 years | -7.06 | 13.30 | -53% |
| Returns for 5 years | 1.45 | 57.48 | 3% |
| Returns for 10 years | -47.34 | 108.84 | -43% |
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