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LRSFX vs VISVX
LRSFX vs VISVX Comparison
Open Charts LRSFX vs VISVX
Lord Abbett Small Cap Value F
Price$15.81
Change+$0.09 (+0.57%)
VolumeN/A
Net Assets401.38M
Vanguard Small Cap Value Index I
Price$49.06
Change+$0.22 (+0.45%)
VolumeN/A
Net Assets58.32B
LRSFX vs VISVX Comparison Chart
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LRSFX vs. VISVX 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 LRSFX is a Hold and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 58.3B vs. LRSFX (401M). VISVX pays higher dividends than LRSFX: VISVX (1.90) vs LRSFX (0.23). LRSFX was incepted earlier than VISVX: LRSFX (17 years) vs VISVX (27 years). LRSFX is a more actively managed with annual turnover of: 34.00 vs. VISVX (16.00). LRSFX has a lower initial minimum investment than VISVX: LRSFX (0) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 18.46 vs. LRSFX (8.30). VISVX return over 5 years is better than : 50.22 vs. LRSFX (3.71).
| LRSFX | VISVX | LRSFX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 27 years | - |
| Gain YTD | 1.934 | 3.197 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 401M | 58.3B | 1% |
| Annual Yield % from dividends | 0.23 | 1.90 | 12% |
| Returns for 1 year | 8.30 | 18.46 | 45% |
| Returns for 3 years | 0.27 | 16.97 | 2% |
| Returns for 5 years | 3.71 | 50.22 | 7% |
| Returns for 10 years | -36.96 | 109.01 | -34% |
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