Ad is loading...
LRSFX vs VISVX
LRSFX vs VISVX Comparison
Open Charts LRSFX vs VISVX
Lord Abbett Small Cap Value F
Price$12.84
Change+$0.14 (+1.10%)
VolumeN/A
Net Assets316.52M
Vanguard Small Cap Value Index I
Price$41.54
Change+$0.40 (+0.97%)
VolumeN/A
Net Assets53.62B
LRSFX vs VISVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LRSFX vs. VISVX commentary
Apr 18, 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: 53.6B vs. LRSFX (317M). VISVX pays higher dividends than LRSFX: VISVX (2.14) vs LRSFX (0.18). LRSFX was incepted earlier than VISVX: LRSFX (18 years) vs VISVX (27 years). LRSFX (1.04) is less costly to investors than VISVX (0.19). LRSFX is a more actively managed with annual turnover of: 42.00 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 : -2.91 vs. LRSFX (-15.03). VISVX return over 5 years is better than : 84.20 vs. LRSFX (28.18).
| LRSFX | VISVX | LRSFX / VISVX | |
| Total Expense Ratio | 1.04 | 0.19 | 547% |
| Annual Report Gross Expense Ratio | 1.04 | 0.19 | 547% |
| Fund Existence | 18 years | 27 years | - |
| Gain YTD | -18.117 | -13.327 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 317M | 53.6B | 1% |
| Annual Yield % from dividends | 0.18 | 2.14 | 8% |
| Returns for 1 year | -15.03 | -2.91 | 516% |
| Returns for 3 years | -12.43 | 0.35 | -3,520% |
| Returns for 5 years | 28.18 | 84.20 | 33% |
| Returns for 10 years | -53.16 | 63.06 | -84% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers