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LRSQX vs VSIIX
LRSQX vs VSIIX Comparison
Open Charts LRSQX vs VSIIX
Lord Abbett Small Cap Value R2
Price$11.16
Change+$0.16 (+1.45%)
VolumeN/A
Net Assets324.09M
Vanguard Small Cap Value Index I
Price$42.34
Change+$0.50 (+1.20%)
VolumeN/A
Net Assets53.62B
LRSQX vs VSIIX Comparison Chart
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LRSQX vs. VSIIX commentary
Apr 25, 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 Buy and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 53.6B vs. LRSQX (324M). VSIIX pays higher dividends than LRSQX: VSIIX (2.28) vs LRSQX (0.00). LRSQX was incepted earlier than VSIIX: LRSQX (17 years) vs VSIIX (25 years). LRSQX (1.54) is less costly to investors than VSIIX (0.06). LRSQX is a more actively managed with annual turnover of: 42.00 vs. VSIIX (16.00). LRSQX has a lower initial minimum investment than VSIIX: LRSQX (0) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : -4.26 vs. LRSQX (-17.91). VSIIX return over 5 years is better than : 90.33 vs. LRSQX (24.15).
| LRSQX | VSIIX | LRSQX / VSIIX | |
| Total Expense Ratio | 1.54 | 0.06 | 2,567% |
| Annual Report Gross Expense Ratio | 1.54 | 0.06 | 2,567% |
| Fund Existence | 17 years | 25 years | - |
| Gain YTD | -17.044 | -11.974 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 324M | 53.6B | 1% |
| Annual Yield % from dividends | 0.00 | 2.28 | - |
| Returns for 1 year | -17.91 | -4.26 | 421% |
| Returns for 3 years | -12.28 | 3.75 | -327% |
| Returns for 5 years | 24.15 | 90.33 | 27% |
| Returns for 10 years | -58.91 | 65.56 | -90% |
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