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LRSQX vs VSIAX
LRSQX vs VSIAX Comparison
Open Charts LRSQX vs VSIAX
Lord Abbett Small Cap Value R2
Price$11.86
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets347.95M
Vanguard Small Cap Value Index Admiral
Price$80.67
Change-$0.07 (-0.09%)
VolumeN/A
Net Assets51.69B
LRSQX vs VSIAX Comparison Chart
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LRSQX vs. VSIAX commentary
May 23, 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 LRSQX is a Hold and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 51.7B vs. LRSQX (348M). VSIAX pays higher dividends than LRSQX: VSIAX (2.34) vs LRSQX (0.00). LRSQX was incepted earlier than VSIAX: LRSQX (17 years) vs VSIAX (14 years). LRSQX (1.56) is less costly to investors than VSIAX (0.07). LRSQX is a more actively managed with annual turnover of: 42.00 vs. VSIAX (16.00). LRSQX has a lower initial minimum investment than VSIAX: LRSQX (0) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 0.53 vs. LRSQX (-14.55). VSIAX return over 5 years is better than : 90.20 vs. LRSQX (21.77).
| LRSQX | VSIAX | LRSQX / VSIAX | |
| Total Expense Ratio | 1.56 | 0.07 | 2,229% |
| Annual Report Gross Expense Ratio | 1.56 | 0.07 | 2,229% |
| Fund Existence | 17 years | 14 years | - |
| Gain YTD | -10.558 | -5.045 | 209% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 348M | 51.7B | 1% |
| Annual Yield % from dividends | 0.00 | 2.34 | - |
| Returns for 1 year | -14.55 | 0.53 | -2,769% |
| Returns for 3 years | 1.28 | 18.65 | 7% |
| Returns for 5 years | 21.77 | 90.20 | 24% |
| Returns for 10 years | -55.31 | 78.51 | -70% |
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