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LRSPX vs VSIIX
LRSPX vs VSIIX Comparison
Open Charts LRSPX vs VSIIX
Lord Abbett Small Cap Value P
Price$15.14
Change-$0.15 (-0.98%)
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
VS
LRSPX vs VSIIX Comparison Chart
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LRSPX 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 LRSPX is a Buy and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.3B vs. LRSPX (412M). VSIIX pays higher dividends than LRSPX: VSIIX (2.02) vs LRSPX (0.00). LRSPX was incepted earlier than VSIIX: LRSPX (25 years) vs VSIIX (25 years). LRSPX is a more actively managed with annual turnover of: 34.00 vs. VSIIX (16.00). LRSPX has a lower initial minimum investment than VSIIX: LRSPX (0) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 21.77 vs. LRSPX (20.43). VSIIX return over 5 years is better than : 55.85 vs. LRSPX (-5.94).
| LRSPX | VSIIX | LRSPX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 25 years | - |
| Gain YTD | 10.236 | 10.459 | 98% |
| 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 | 0.00 | 2.02 | - |
| Returns for 1 year | 20.43 | 21.77 | 94% |
| Returns for 3 years | -4.22 | 17.80 | -24% |
| Returns for 5 years | -5.94 | 55.85 | -11% |
| Returns for 10 years | -53.97 | 102.79 | -53% |
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