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LRSFX vs VSIAX
LRSFX vs VSIAX Comparison
Open Charts LRSFX vs VSIAX
Lord Abbett Small Cap Value F
Price$13.75
Change+$0.06 (+0.44%)
VolumeN/A
Net Assets342.5M
Vanguard Small Cap Value Index Admiral
Price$79.75
Change+$1.27 (+1.62%)
VolumeN/A
Net Assets51.69B
LRSFX vs VSIAX Comparison Chart
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LRSFX vs. VSIAX commentary
May 09, 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 Buy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 51.7B vs. LRSFX (343M). VSIAX pays higher dividends than LRSFX: VSIAX (2.34) vs LRSFX (0.18). LRSFX was incepted earlier than VSIAX: LRSFX (18 years) vs VSIAX (14 years). LRSFX (1.06) 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 : -1.42 vs. LRSFX (-12.89). VSIAX return over 5 years is better than : 85.43 vs. LRSFX (27.67).
| LRSFX | VSIAX | LRSFX / VSIAX | |
| Total Expense Ratio | 1.06 | 0.07 | 1,514% |
| Annual Report Gross Expense Ratio | 1.06 | 0.07 | 1,514% |
| Fund Existence | 18 years | 14 years | - |
| Gain YTD | -11.734 | -7.703 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 343M | 51.7B | 1% |
| Annual Yield % from dividends | 0.18 | 2.34 | 8% |
| Returns for 1 year | -12.89 | -1.42 | 907% |
| Returns for 3 years | 3.26 | 16.06 | 20% |
| Returns for 5 years | 27.67 | 85.43 | 32% |
| Returns for 10 years | -48.75 | 75.85 | -64% |
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