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LRSOX vs VSIIX
LRSOX vs VSIIX Comparison
Open Charts LRSOX vs VSIIX
Lord Abbett Small Cap Value F3
Price$21.66
Change+$0.13 (+0.60%)
VolumeN/A
Net Assets403.54M
Vanguard Small Cap Value Index I
Price$49.14
Change+$0.22 (+0.45%)
VolumeN/A
Net Assets58.32B
LRSOX vs VSIIX Comparison Chart
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LRSOX vs. VSIIX commentary
Jan 19, 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: 58.3B vs. LRSOX (404M). 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 : 18.50 vs. LRSOX (11.34). VSIIX return over 5 years is better than : 50.39 vs. LRSOX (12.94).
| 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 | 1.977 | 3.214 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 404M | 58.3B | 1% |
| Annual Yield % from dividends | 0.26 | 2.02 | 13% |
| Returns for 1 year | 11.34 | 18.50 | 61% |
| Returns for 3 years | 4.74 | 17.06 | 28% |
| Returns for 5 years | 12.94 | 50.39 | 26% |
| Returns for 10 years | N/A | 109.67 | - |
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