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LRSRX vs VSIAX
LRSRX vs VSIAX Comparison
Open Charts LRSRX vs VSIAX
Lord Abbett Small Cap Value R3
Price$16.03
Change-$0.14 (-0.87%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$88.94
Change-$0.60 (-0.67%)
VolumeN/A
CapitalizationN/A
LRSRX vs VSIAX Comparison Chart
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LRSRX vs. VSIAX 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 LRSRX is a StrongBuy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.6B vs. LRSRX (422M). VSIAX pays higher dividends than LRSRX: VSIAX (2.01) vs LRSRX (0.00). LRSRX was incepted earlier than VSIAX: LRSRX (17 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). LRSRX annual gain was more profitable for investors over the last year : 31.29 vs. VSIAX (28.76). VSIAX return over 5 years is better than : 57.44 vs. LRSRX (-2.34).
| LRSRX | VSIAX | LRSRX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 13 years | - |
| Gain YTD | 17.350 | 15.498 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 422M | 57.6B | 1% |
| Annual Yield % from dividends | 0.00 | 2.01 | - |
| Returns for 1 year | 31.29 | 28.76 | 109% |
| Returns for 3 years | -9.18 | 13.29 | -69% |
| Returns for 5 years | -2.34 | 57.44 | -4% |
| Returns for 10 years | -51.45 | 108.79 | -47% |