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LRSOX vs VSIIX
LRSOX vs VSIIX Comparison
Open Charts LRSOX vs VSIIX
Lord Abbett Small Cap Value F3
Price$21.22
Change-$0.87 (-3.94%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.64
Change-$1.87 (-3.78%)
VolumeN/A
CapitalizationN/A
LRSOX vs VSIIX Comparison Chart
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LRSOX vs. VSIIX commentary
Dec 19, 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 Hold and VSIIX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 63B vs. LRSOX (429M). 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). VSIIX annual gain was more profitable for investors over the last year : 16.22 vs. LRSOX (11.35). VSIIX return over 5 years is better than : 52.86 vs. LRSOX (16.08).
| 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 | 9.451 | 15.027 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 429M | 63B | 1% |
| Annual Yield % from dividends | 0.26 | 2.02 | 13% |
| Returns for 1 year | 11.35 | 16.22 | 70% |
| Returns for 3 years | 11.24 | 20.66 | 54% |
| Returns for 5 years | 16.08 | 52.86 | 30% |
| Returns for 10 years | N/A | 105.75 | - |