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LRSRX vs VSIAX
LRSRX vs VSIAX Comparison
Open Charts LRSRX vs VSIAX
Lord Abbett Small Cap Value R3
Price$15.23
Change-$0.15 (-0.98%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$85.86
Change-$0.74 (-0.85%)
VolumeN/A
CapitalizationN/A
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LRSRX vs VSIAX Comparison Chart
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LRSRX vs. VSIAX 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 LRSRX is a StrongBuy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.3B vs. LRSRX (412M). VSIAX pays higher dividends than LRSRX: VSIAX (2.01) vs LRSRX (0.00). LRSRX was incepted earlier than VSIAX: LRSRX (16 years) vs VSIAX (13 years). LRSRX is a more actively managed with annual turnover of: 34.00 vs. VSIAX (16.00). LRSRX has a lower initial minimum investment than VSIAX: LRSRX (0) vs VSIAX (3000). VSIAX (25.86) and LRSRX (24.73) have marching annual gain over last year. VSIAX return over 5 years is better than : 57.13 vs. LRSRX (-4.78).
| LRSRX | VSIAX | LRSRX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 13 years | - |
| Gain YTD | 11.493 | 11.368 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 412M | 57.3B | 1% |
| Annual Yield % from dividends | 0.00 | 2.01 | - |
| Returns for 1 year | 24.73 | 25.86 | 96% |
| Returns for 3 years | -0.59 | 21.48 | -3% |
| Returns for 5 years | -4.78 | 57.13 | -8% |
| Returns for 10 years | -52.20 | 109.18 | -48% |
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