Ad is loading...
LRSOX vs VSIIX
LRSOX vs VSIIX Comparison
Open Charts LRSOX vs VSIIX
Lord Abbett Small Cap Value F3
Price$17.59
Change+$0.18 (+1.03%)
VolumeN/A
Net Assets316.52M
Vanguard Small Cap Value Index I
Price$41.60
Change+$0.40 (+0.97%)
VolumeN/A
Net Assets53.62B
LRSOX vs VSIIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LRSOX vs. VSIIX 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 VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 53.6B vs. LRSOX (317M). VSIIX pays higher dividends than LRSOX: VSIIX (2.28) vs LRSOX (0.21). LRSOX was incepted earlier than VSIIX: LRSOX (8 years) vs VSIIX (25 years). LRSOX (0.88) is less costly to investors than VSIIX (0.06). LRSOX is a more actively managed with annual turnover of: 42.00 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 : -2.87 vs. LRSOX (-12.61). VSIIX return over 5 years is better than : 84.38 vs. LRSOX (39.56).
| LRSOX | VSIIX | LRSOX / VSIIX | |
| Total Expense Ratio | 0.88 | 0.06 | 1,467% |
| Annual Report Gross Expense Ratio | 0.88 | 0.06 | 1,467% |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | -18.032 | -13.320 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 317M | 53.6B | 1% |
| Annual Yield % from dividends | 0.21 | 2.28 | 9% |
| Returns for 1 year | -12.61 | -2.87 | 439% |
| Returns for 3 years | -8.49 | 0.42 | -2,012% |
| Returns for 5 years | 39.56 | 84.38 | 47% |
| Returns for 10 years | N/A | 63.53 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers