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LRSFX vs VSIAX
LRSFX vs VSIAX Comparison
Open Charts LRSFX vs VSIAX
Lord Abbett Small Cap Value F
Price$14.85
Change+$0.07 (+0.47%)
VolumeN/A
Net Assets369.15M
Vanguard Small Cap Value Index Admiral
Price$84.16
Change+$0.17 (+0.20%)
VolumeN/A
Net Assets54.02B
LRSFX vs VSIAX Comparison Chart in %
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LRSFX vs. VSIAX commentary
Jul 01, 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: 54B vs. LRSFX (369M). VSIAX pays higher dividends than LRSFX: VSIAX (2.23) 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 : 8.42 vs. LRSFX (-4.97). VSIAX return over 5 years is better than : 95.09 vs. LRSFX (34.75).
| 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 | -4.255 | -1.023 | 416% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 369M | 54B | 1% |
| Annual Yield % from dividends | 0.18 | 2.23 | 8% |
| Returns for 1 year | -4.97 | 8.42 | -59% |
| Returns for 3 years | 18.61 | 30.21 | 62% |
| Returns for 5 years | 34.75 | 95.09 | 37% |
| Returns for 10 years | -45.28 | 90.33 | -50% |