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LRSOX vs VSIAX
LRSOX vs VSIAX Comparison
Open Charts LRSOX vs VSIAX
Lord Abbett Small Cap Value F3
Price$22.63
Change-$0.23 (-1.01%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$85.86
Change-$0.74 (-0.85%)
VolumeN/A
CapitalizationN/A
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LRSOX vs VSIAX Comparison Chart
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LRSOX vs. VSIAX 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.3B vs. LRSOX (412M). VSIAX pays higher dividends than LRSOX: VSIAX (2.01) vs LRSOX (0.26). LRSOX was incepted earlier than VSIAX: LRSOX (7 years) vs VSIAX (13 years). LRSOX is a more actively managed with annual turnover of: 34.00 vs. VSIAX (16.00). LRSOX has a lower initial minimum investment than VSIAX: LRSOX (0) vs VSIAX (3000). VSIAX (21.77) and LRSOX (21.11) have marching annual gain over last year. VSIAX return over 5 years is better than : 55.85 vs. LRSOX (8.22).
| LRSOX | VSIAX | LRSOX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 13 years | - |
| Gain YTD | 10.682 | 10.460 | 102% |
| 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 | 2.01 | 13% |
| Returns for 1 year | 21.11 | 21.77 | 97% |
| Returns for 3 years | 4.04 | 17.82 | 23% |
| Returns for 5 years | 8.22 | 55.85 | 15% |
| Returns for 10 years | N/A | 102.73 | - |
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