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LRSFX vs VISVX
LRSFX vs VISVX Comparison
Open Charts LRSFX vs VISVX
Lord Abbett Small Cap Value F
Price$15.05
Change-$0.46 (-2.97%)
VolumeN/A
Net Assets378.4M
Vanguard Small Cap Value Index I
Price$47.39
Change-$1.09 (-2.25%)
VolumeN/A
Net Assets60.22B
LRSFX vs VISVX Comparison Chart
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LRSFX vs. VISVX 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 LRSFX is a Hold and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 60.2B vs. LRSFX (378M). 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 : 12.49 vs. LRSFX (-1.23). VISVX return over 5 years is better than : 50.85 vs. LRSFX (0.70).
| 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 | -2.966 | 1.977 | -150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 378M | 60.2B | 1% |
| Annual Yield % from dividends | 0.23 | 1.90 | 12% |
| Returns for 1 year | -1.23 | 12.49 | -10% |
| Returns for 3 years | 1.96 | 20.61 | 9% |
| Returns for 5 years | 0.70 | 50.85 | 1% |
| Returns for 10 years | -44.11 | 94.47 | -47% |
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