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LRSFX vs VSIAX
LRSFX vs VSIAX Comparison
Open Charts LRSFX vs VSIAX
Lord Abbett Small Cap Value F
Price$12.84
Change+$0.14 (+1.10%)
VolumeN/A
Net Assets316.52M
Vanguard Small Cap Value Index Admiral
Price$74.43
Change+$0.73 (+0.99%)
VolumeN/A
Net Assets53.62B
LRSFX vs VSIAX Comparison Chart
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LRSFX vs. VSIAX 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 53.6B vs. LRSFX (317M). VSIAX pays higher dividends than LRSFX: VSIAX (2.27) vs LRSFX (0.18). LRSFX was incepted earlier than VSIAX: LRSFX (18 years) vs VSIAX (14 years). LRSFX (1.04) is less costly to investors than VSIAX (0.07). LRSFX is a more actively managed with annual turnover of: 42.00 vs. VSIAX (16.00). LRSFX has a lower initial minimum investment than VSIAX: LRSFX (0) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : -2.89 vs. LRSFX (-15.03). VSIAX return over 5 years is better than : 84.34 vs. LRSFX (28.18).
| LRSFX | VSIAX | LRSFX / VSIAX | |
| Total Expense Ratio | 1.04 | 0.07 | 1,486% |
| Annual Report Gross Expense Ratio | 1.04 | 0.07 | 1,486% |
| Fund Existence | 18 years | 14 years | - |
| Gain YTD | -18.117 | -13.325 | 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 | 2.27 | 8% |
| Returns for 1 year | -15.03 | -2.89 | 520% |
| Returns for 3 years | -12.43 | 0.41 | -3,045% |
| Returns for 5 years | 28.18 | 84.34 | 33% |
| Returns for 10 years | -53.16 | 63.43 | -84% |
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