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LRSSX vs VSIAX
LRSSX vs VSIAX Comparison
Open Charts LRSSX vs VSIAX
Lord Abbett Small Cap Value R4
Price$15.31
Change-$0.62 (-3.89%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$85.23
Change-$3.35 (-3.78%)
VolumeN/A
CapitalizationN/A
LRSSX vs VSIAX Comparison Chart
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LRSSX vs. VSIAX commentary
Dec 19, 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 LRSSX is a Hold and VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 63B vs. LRSSX (429M). VSIAX pays higher dividends than LRSSX: VSIAX (2.01) vs LRSSX (0.12). LRSSX was incepted earlier than VSIAX: LRSSX (9 years) vs VSIAX (13 years). LRSSX is a more actively managed with annual turnover of: 34.00 vs. VSIAX (16.00). LRSSX has a lower initial minimum investment than VSIAX: LRSSX (0) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 16.23 vs. LRSSX (8.02). VSIAX return over 5 years is better than : 52.83 vs. LRSSX (5.72).
| LRSSX | VSIAX | LRSSX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | 6.155 | 15.031 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 429M | 63B | 1% |
| Annual Yield % from dividends | 0.12 | 2.01 | 6% |
| Returns for 1 year | 8.02 | 16.23 | 49% |
| Returns for 3 years | 6.01 | 20.67 | 29% |
| Returns for 5 years | 5.72 | 52.83 | 11% |
| Returns for 10 years | N/A | 105.65 | - |
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