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LRSSX vs VSIIX
LRSSX vs VSIIX Comparison
Open Charts LRSSX vs VSIIX
Lord Abbett Small Cap Value R4
Price$15.31
Change-$0.62 (-3.89%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.64
Change-$1.87 (-3.78%)
VolumeN/A
CapitalizationN/A
LRSSX vs VSIIX Comparison Chart
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VS
VS
LRSSX vs. VSIIX 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 VSIIX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 63B vs. LRSSX (429M). VSIIX pays higher dividends than LRSSX: VSIIX (2.02) vs LRSSX (0.12). LRSSX was incepted earlier than VSIIX: LRSSX (9 years) vs VSIIX (25 years). LRSSX is a more actively managed with annual turnover of: 34.00 vs. VSIIX (16.00). LRSSX has a lower initial minimum investment than VSIIX: LRSSX (0) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 16.22 vs. LRSSX (8.02). VSIIX return over 5 years is better than : 52.86 vs. LRSSX (5.72).
| LRSSX | VSIIX | LRSSX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | 6.155 | 15.027 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 429M | 63B | 1% |
| Annual Yield % from dividends | 0.12 | 2.02 | 6% |
| Returns for 1 year | 8.02 | 16.22 | 49% |
| Returns for 3 years | 6.01 | 20.66 | 29% |
| Returns for 5 years | 5.72 | 52.86 | 11% |
| Returns for 10 years | N/A | 105.75 | - |
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