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LRSOX vs VSIAX
LRSOX vs VSIAX Comparison
Open Charts LRSOX vs VSIAX
Lord Abbett Small Cap Value F3
Price$20.62
Change-$0.63 (-2.96%)
VolumeN/A
Net Assets378.4M
Vanguard Small Cap Value Index Admiral
Price$84.92
Change-$1.96 (-2.26%)
VolumeN/A
Net Assets60.22B
LRSOX vs VSIAX Comparison Chart
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LRSOX vs. VSIAX commentary
Feb 23, 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 Hold and VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 60.2B vs. LRSOX (378M). VSIAX pays higher dividends than LRSOX: VSIAX (2.01) vs LRSOX (0.26). LRSOX was incepted earlier than VSIAX: LRSOX (8 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 annual gain was more profitable for investors over the last year : 9.98 vs. LRSOX (1.57). VSIAX return over 5 years is better than : 47.61 vs. LRSOX (9.73).
| LRSOX | VSIAX | LRSOX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 13 years | - |
| Gain YTD | -2.919 | -0.294 | 994% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 378M | 60.2B | 1% |
| Annual Yield % from dividends | 0.26 | 2.01 | 13% |
| Returns for 1 year | 1.57 | 9.98 | 16% |
| Returns for 3 years | 6.44 | 17.97 | 36% |
| Returns for 5 years | 9.73 | 47.61 | 20% |
| Returns for 10 years | N/A | 90.53 | - |
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