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LRSOX vs VSIAX
LRSOX vs VSIAX Comparison
Open Charts LRSOX vs VSIAX
Lord Abbett Small Cap Value F3
Price$20.26
Change+$0.37 (+1.86%)
VolumeN/A
Net Assets361.06M
Vanguard Small Cap Value Index Admiral
Price$83.99
Change+$1.17 (+1.41%)
VolumeN/A
Net Assets54.02B
LRSOX vs VSIAX Comparison Chart in %
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LRSOX vs. VSIAX commentary
Jun 27, 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 VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 54B vs. LRSOX (361M). VSIAX pays higher dividends than LRSOX: VSIAX (2.23) vs LRSOX (0.22). LRSOX was incepted earlier than VSIAX: LRSOX (8 years) vs VSIAX (14 years). LRSOX (0.88) is less costly to investors than VSIAX (0.07). LRSOX is a more actively managed with annual turnover of: 42.00 vs. VSIAX (16.00). LRSOX has a lower initial minimum investment than VSIAX: LRSOX (0) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 6.48 vs. LRSOX (-4.20). VSIAX return over 5 years is better than : 91.98 vs. LRSOX (43.31).
| LRSOX | VSIAX | LRSOX / VSIAX | |
| Total Expense Ratio | 0.88 | 0.07 | 1,257% |
| Annual Report Gross Expense Ratio | 0.88 | 0.07 | 1,257% |
| Fund Existence | 8 years | 14 years | - |
| Gain YTD | -6.356 | -2.599 | 245% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 361M | 54B | 1% |
| Annual Yield % from dividends | 0.22 | 2.23 | 10% |
| Returns for 1 year | -4.20 | 6.48 | -65% |
| Returns for 3 years | 19.78 | 26.70 | 74% |
| Returns for 5 years | 43.31 | 91.98 | 47% |
| Returns for 10 years | N/A | 87.46 | - |
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