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LRSOX vs VISVX
LRSOX vs VISVX Comparison
Open Charts LRSOX vs VISVX
Lord Abbett Small Cap Value F3
Price$22.63
Change-$0.23 (-1.01%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.91
Change-$0.41 (-0.85%)
VolumeN/A
CapitalizationN/A
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LRSOX vs VISVX Comparison Chart
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LRSOX vs. VISVX commentary
Sep 21, 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 Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.3B vs. LRSOX (412M). VISVX pays higher dividends than LRSOX: VISVX (1.90) vs LRSOX (0.26). LRSOX was incepted earlier than VISVX: LRSOX (7 years) vs VISVX (26 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 (21.73) and LRSOX (21.11) have marching annual gain over last year. VISVX return over 5 years is better than : 55.70 vs. LRSOX (8.22).
| LRSOX | VISVX | LRSOX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 26 years | - |
| Gain YTD | 10.682 | 10.404 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 412M | 57.3B | 1% |
| Annual Yield % from dividends | 0.26 | 1.90 | 14% |
| Returns for 1 year | 21.11 | 21.73 | 97% |
| Returns for 3 years | 4.04 | 17.75 | 23% |
| Returns for 5 years | 8.22 | 55.70 | 15% |
| Returns for 10 years | N/A | 102.10 | - |
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