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LRSOX vs VSIAX
LRSOX vs VSIAX Comparison
Open Charts LRSOX vs VSIAX
Lord Abbett Small Cap Value F3
Price$19.56
Change+$0.72 (+3.82%)
VolumeN/A
Net Assets343.93M
Vanguard Small Cap Value Index Admiral
Price$82.75
Change+$2.93 (+3.67%)
VolumeN/A
Net Assets51.69B
LRSOX vs VSIAX Comparison Chart
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LRSOX vs. VSIAX commentary
May 13, 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 Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 51.7B vs. LRSOX (344M). VSIAX pays higher dividends than LRSOX: VSIAX (2.34) 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 : -0.72 vs. LRSOX (-10.42). VSIAX return over 5 years is better than : 108.22 vs. LRSOX (54.95).
| 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 | -11.299 | -6.127 | 184% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 344M | 51.7B | 1% |
| Annual Yield % from dividends | 0.22 | 2.34 | 10% |
| Returns for 1 year | -10.42 | -0.72 | 1,451% |
| Returns for 3 years | 8.04 | 17.11 | 47% |
| Returns for 5 years | 54.95 | 108.22 | 51% |
| Returns for 10 years | N/A | 77.30 | - |
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