Ad is loading...
Ad is loading...
LRSQX vs VSIIX
LRSQX vs VSIIX Comparison
Open Charts LRSQX vs VSIIX
Lord Abbett Small Cap Value R2
Price$15.52
Change-$0.14 (-0.89%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$49.71
Change-$0.34 (-0.68%)
VolumeN/A
CapitalizationN/A
LRSQX vs VSIIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LRSQX vs. VSIIX commentary
Nov 18, 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 LRSQX is a StrongBuy and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.6B vs. LRSQX (422M). VSIIX pays higher dividends than LRSQX: VSIIX (2.02) vs LRSQX (0.00). LRSQX was incepted earlier than VSIIX: LRSQX (17 years) vs VSIIX (25 years). LRSQX is a more actively managed with annual turnover of: 34.00 vs. VSIIX (16.00). LRSQX has a lower initial minimum investment than VSIIX: LRSQX (0) vs VSIIX (5000000). LRSQX annual gain was more profitable for investors over the last year : 31.19 vs. VSIIX (28.76). VSIIX return over 5 years is better than : 57.48 vs. LRSQX (-3.66).
| LRSQX | VSIIX | LRSQX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 25 years | - |
| Gain YTD | 17.309 | 15.492 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 422M | 57.6B | 1% |
| Annual Yield % from dividends | 0.00 | 2.02 | - |
| Returns for 1 year | 31.19 | 28.76 | 108% |
| Returns for 3 years | -9.92 | 13.30 | -75% |
| Returns for 5 years | -3.66 | 57.48 | -6% |
| Returns for 10 years | -52.86 | 108.84 | -49% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| BEOIX | 9.30 | 0.07 | +0.76% |
| Barrow Hanley Concentrated EM ESG Opps I | |||
| MYICX | 7.55 | -0.02 | -0.26% |
| NYLI WMC International Research Eq Cl C | |||
| STVZX | 12.61 | -0.06 | -0.47% |
| Virtus Ceredex Large-Cap Value Equity R6 | |||
| VHGEX | 37.44 | -0.57 | -1.50% |
| Vanguard Global Equity Inv | |||
| KTCAX | 41.55 | -0.98 | -2.30% |
| DWS Science and Technology A | |||