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LRSOX vs VSIAX
LRSOX vs VSIAX Comparison
Open Charts LRSOX vs VSIAX
Lord Abbett Small Cap Value F3
Price$17.59
Change+$0.18 (+1.03%)
VolumeN/A
Net Assets316.52M
Vanguard Small Cap Value Index Admiral
Price$74.43
Change+$0.73 (+0.99%)
VolumeN/A
Net Assets53.62B
LRSOX vs VSIAX Comparison Chart
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LRSOX vs. VSIAX commentary
Apr 18, 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 Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 53.6B vs. LRSOX (317M). VSIAX pays higher dividends than LRSOX: VSIAX (2.27) vs LRSOX (0.21). 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 : -2.89 vs. LRSOX (-12.61). VSIAX return over 5 years is better than : 84.34 vs. LRSOX (39.56).
| 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 | -18.032 | -13.325 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 317M | 53.6B | 1% |
| Annual Yield % from dividends | 0.21 | 2.27 | 9% |
| Returns for 1 year | -12.61 | -2.89 | 436% |
| Returns for 3 years | -8.49 | 0.41 | -2,080% |
| Returns for 5 years | 39.56 | 84.34 | 47% |
| Returns for 10 years | N/A | 63.43 | - |
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