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LRSOX vs VISVX
LRSOX vs VISVX Comparison
Open Charts LRSOX vs VISVX
Lord Abbett Small Cap Value F3
Price$19.04
Change+$0.43 (+2.31%)
VolumeN/A
Net Assets347.9M
Vanguard Small Cap Value Index I
Price$44.16
Change+$0.90 (+2.08%)
VolumeN/A
Net Assets53.62B
LRSOX vs VISVX Comparison Chart
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LRSOX vs. VISVX commentary
May 04, 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 LRSOX is a Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 53.6B vs. LRSOX (348M). VISVX pays higher dividends than LRSOX: VISVX (2.21) vs LRSOX (0.22). LRSOX was incepted earlier than VISVX: LRSOX (8 years) vs VISVX (27 years). LRSOX (0.88) is less costly to investors than VISVX (0.19). LRSOX is a more actively managed with annual turnover of: 42.00 vs. VISVX (16.00). LRSOX has a lower initial minimum investment than VISVX: LRSOX (0) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : -0.68 vs. LRSOX (-8.34). VISVX return over 5 years is better than : 90.35 vs. LRSOX (43.60).
| LRSOX | VISVX | LRSOX / VISVX | |
| Total Expense Ratio | 0.88 | 0.19 | 463% |
| Annual Report Gross Expense Ratio | 0.88 | 0.19 | 463% |
| Fund Existence | 8 years | 27 years | - |
| Gain YTD | -12.382 | -8.861 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 348M | 53.6B | 1% |
| Annual Yield % from dividends | 0.22 | 2.21 | 10% |
| Returns for 1 year | -8.34 | -0.68 | 1,217% |
| Returns for 3 years | 2.02 | 8.96 | 23% |
| Returns for 5 years | 43.60 | 90.35 | 48% |
| Returns for 10 years | N/A | 75.05 | - |
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