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LRSRX vs VSIAX
LRSRX vs VSIAX Comparison
Open Charts LRSRX vs VSIAX
Lord Abbett Small Cap Value R3
Price$12.31
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets357.98M
Vanguard Small Cap Value Index Admiral
Price$80.74
Change-$2.29 (-2.76%)
VolumeN/A
Net Assets51.69B
LRSRX vs VSIAX Comparison Chart
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LRSRX vs. VSIAX commentary
May 23, 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 51.7B vs. LRSRX (358M). VSIAX pays higher dividends than LRSRX: VSIAX (2.34) vs LRSRX (0.00). LRSRX was incepted earlier than VSIAX: LRSRX (17 years) vs VSIAX (14 years). LRSRX (1.46) is less costly to investors than VSIAX (0.07). LRSRX is a more actively managed with annual turnover of: 42.00 vs. VSIAX (16.00). LRSRX has a lower initial minimum investment than VSIAX: LRSRX (0) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 2.55 vs. LRSRX (-12.14). VSIAX return over 5 years is better than : 95.59 vs. LRSRX (27.11).
| LRSRX | VSIAX | LRSRX / VSIAX | |
| Total Expense Ratio | 1.46 | 0.07 | 2,086% |
| Annual Report Gross Expense Ratio | 1.46 | 0.07 | 2,086% |
| Fund Existence | 17 years | 14 years | - |
| Gain YTD | -7.994 | -2.352 | 340% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 358M | 51.7B | 1% |
| Annual Yield % from dividends | 0.00 | 2.34 | - |
| Returns for 1 year | -12.14 | 2.55 | -476% |
| Returns for 3 years | 6.30 | 23.75 | 27% |
| Returns for 5 years | 27.11 | 95.59 | 28% |
| Returns for 10 years | -52.54 | 83.58 | -63% |
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