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LRSOX vs VSIIX
LRSOX vs VSIIX Comparison
Open Charts LRSOX vs VSIIX
Lord Abbett Small Cap Value F3
Price$22.63
Change-$0.23 (-1.01%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.99
Change-$0.42 (-0.87%)
VolumeN/A
CapitalizationN/A
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VS
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LRSOX vs VSIIX Comparison Chart
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LRSOX vs. VSIIX commentary
Sep 21, 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 Buy and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.3B vs. LRSOX (412M). VSIIX pays higher dividends than LRSOX: VSIIX (2.02) vs LRSOX (0.26). LRSOX was incepted earlier than VSIIX: LRSOX (7 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). VSIIX annual gain was more profitable for investors over the last year : 24.93 vs. LRSOX (21.11). VSIIX return over 5 years is better than : 58.50 vs. LRSOX (8.22).
| LRSOX | VSIIX | LRSOX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 25 years | - |
| Gain YTD | 10.682 | 12.339 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 412M | 57.3B | 1% |
| Annual Yield % from dividends | 0.26 | 2.02 | 13% |
| Returns for 1 year | 21.11 | 24.93 | 85% |
| Returns for 3 years | 4.04 | 22.14 | 18% |
| Returns for 5 years | 8.22 | 58.50 | 14% |
| Returns for 10 years | N/A | 109.09 | - |
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