Ad is loading...
LRSOX vs VSIAX
LRSOX vs VSIAX Comparison
Open Charts LRSOX vs VSIAX
Lord Abbett Small Cap Value F3
Price$24.27
Change-$0.12 (-0.49%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$90.36
Change-$0.37 (-0.41%)
VolumeN/A
CapitalizationN/A
LRSOX vs VSIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LRSOX vs. VSIAX commentary
Nov 14, 2024
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 StrongBuy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.6B vs. LRSOX (433M). 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). LRSOX annual gain was more profitable for investors over the last year : 38.73 vs. VSIAX (29.94). VSIAX return over 5 years is better than : 59.96 vs. LRSOX (14.98).
| 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 | 20.623 | 17.342 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 433M | 57.6B | 1% |
| Annual Yield % from dividends | 0.26 | 2.01 | 13% |
| Returns for 1 year | 38.73 | 29.94 | 129% |
| Returns for 3 years | 0.97 | 15.20 | 6% |
| Returns for 5 years | 14.98 | 59.96 | 25% |
| Returns for 10 years | N/A | 112.55 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FPPRX | 11.72 | -0.11 | -0.93% |
| MFS Prudent Investor R1 | |||
| SVAIX | 6.29 | -0.07 | -1.10% |
| Federated Hermes Strategic Value Div IS | |||
| SREZX | 13.68 | -0.19 | -1.37% |
| PGIM Select Real Estate Z | |||
| BDOIX | 10.00 | -0.16 | -1.57% |
| iShares MSCI Total Intl Idx Instl | |||
| BAFQX | 12.01 | -0.21 | -1.72% |
| Brown Advisory Emgerg Mkts Select Inst | |||