Ad is loading...
LRSOX vs VISVX
LRSOX vs VISVX Comparison
Open Charts LRSOX vs VISVX
Lord Abbett Small Cap Value F3
Price$21.22
Change-$0.87 (-3.94%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.56
Change-$1.86 (-3.76%)
VolumeN/A
CapitalizationN/A
LRSOX vs VISVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LRSOX vs. VISVX commentary
Dec 19, 2024
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 Hold and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 63B vs. LRSOX (429M). VISVX pays higher dividends than LRSOX: VISVX (1.90) vs LRSOX (0.26). LRSOX was incepted earlier than VISVX: LRSOX (8 years) vs VISVX (27 years). LRSOX is a more actively managed with annual turnover of: 34.00 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 : 16.18 vs. LRSOX (11.35). VISVX return over 5 years is better than : 52.67 vs. LRSOX (16.08).
| LRSOX | VISVX | LRSOX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 27 years | - |
| Gain YTD | 9.451 | 14.945 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 429M | 63B | 1% |
| Annual Yield % from dividends | 0.26 | 1.90 | 14% |
| Returns for 1 year | 11.35 | 16.18 | 70% |
| Returns for 3 years | 11.24 | 20.58 | 55% |
| Returns for 5 years | 16.08 | 52.67 | 31% |
| Returns for 10 years | N/A | 105.07 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...