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LRSRX vs VISVX
LRSRX vs VISVX Comparison
Open Charts LRSRX vs VISVX
Lord Abbett Small Cap Value R3
Price$13.54
Change+$0.06 (+0.45%)
VolumeN/A
Net Assets373.56M
Vanguard Small Cap Value Index I
Price$48.77
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets55.61B
LRSRX vs VISVX Comparison Chart in %
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LRSRX vs. VISVX commentary
Jul 26, 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 LRSRX is a Hold and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 55.6B vs. LRSRX (374M). VISVX pays higher dividends than LRSRX: VISVX (1.99) vs LRSRX (0.00). LRSRX was incepted earlier than VISVX: LRSRX (17 years) vs VISVX (27 years). LRSRX (1.46) is less costly to investors than VISVX (0.19). LRSRX is a more actively managed with annual turnover of: 42.00 vs. VISVX (16.00). LRSRX has a lower initial minimum investment than VISVX: LRSRX (0) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 5.00 vs. LRSRX (-11.55). VISVX return over 5 years is better than : 87.81 vs. LRSRX (22.99).
| LRSRX | VISVX | LRSRX / VISVX | |
| Total Expense Ratio | 1.46 | 0.19 | 768% |
| Annual Report Gross Expense Ratio | 1.46 | 0.19 | 768% |
| Fund Existence | 17 years | 27 years | - |
| Gain YTD | -2.035 | 2.341 | -87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 374M | 55.6B | 1% |
| Annual Yield % from dividends | 0.00 | 1.99 | - |
| Returns for 1 year | -11.55 | 5.00 | -231% |
| Returns for 3 years | 15.21 | 30.32 | 50% |
| Returns for 5 years | 22.99 | 87.81 | 26% |
| Returns for 10 years | -48.38 | 101.32 | -48% |