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LRSOX vs VSIAX
LRSOX vs VSIAX Comparison
Open Charts LRSOX vs VSIAX
Lord Abbett Small Cap Value F3
Price$20.27
Change-$0.08 (-0.39%)
VolumeN/A
Net Assets362.96M
Vanguard Small Cap Value Index Admiral
Price$84.96
Change-$0.28 (-0.33%)
VolumeN/A
Net Assets56.44B
LRSOX vs VSIAX Comparison Chart in %
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LRSOX vs. VSIAX commentary
Aug 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 Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 56.4B vs. LRSOX (363M). VSIAX pays higher dividends than LRSOX: VSIAX (2.07) vs LRSOX (0.20). 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 : 6.66 vs. LRSOX (-5.66). VSIAX return over 5 years is better than : 71.72 vs. LRSOX (27.94).
| 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 | -4.190 | 0.372 | -1,125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 363M | 56.4B | 1% |
| Annual Yield % from dividends | 0.20 | 2.07 | 10% |
| Returns for 1 year | -5.66 | 6.66 | -85% |
| Returns for 3 years | 10.48 | 17.57 | 60% |
| Returns for 5 years | 27.94 | 71.72 | 39% |
| Returns for 10 years | N/A | 95.59 | - |
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