Ad is loading...
LRSOX vs VSIIX
LRSOX vs VSIIX Comparison
Open Charts LRSOX vs VSIIX
Lord Abbett Small Cap Value F3
Price$24.27
Change-$0.12 (-0.49%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$50.51
Change-$0.21 (-0.41%)
VolumeN/A
CapitalizationN/A
LRSOX vs VSIIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LRSOX vs. VSIIX 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 VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.6B vs. LRSOX (433M). VSIIX pays higher dividends than LRSOX: VSIIX (2.02) vs LRSOX (0.26). LRSOX was incepted earlier than VSIIX: LRSOX (8 years) vs VSIIX (25 years). LRSOX is a more actively managed with annual turnover of: 34.00 vs. VSIIX (16.00). LRSOX has a lower initial minimum investment than VSIIX: LRSOX (0) vs VSIIX (5000000). LRSOX annual gain was more profitable for investors over the last year : 38.73 vs. VSIIX (36.22). VSIIX return over 5 years is better than : 61.33 vs. LRSOX (14.98).
| LRSOX | VSIIX | LRSOX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | 20.623 | 17.839 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 433M | 57.6B | 1% |
| Annual Yield % from dividends | 0.26 | 2.02 | 13% |
| Returns for 1 year | 38.73 | 36.22 | 107% |
| Returns for 3 years | 0.97 | 15.71 | 6% |
| Returns for 5 years | 14.98 | 61.33 | 24% |
| Returns for 10 years | N/A | 113.51 | - |